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CWGCX vs JGQYX
CWGCX vs JGQYX Comparison
Open Charts CWGCX vs JGQYX
American Funds Capital World Gr&Inc C
Price$70.58
Change+$0.18 (+0.26%)
VolumeN/A
Net Assets135.09B
Jensen Global Quality Growth Y
Price$17.99
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets67.68M
CWGCX vs JGQYX Comparison Chart in %
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CWGCX vs. JGQYX commentary
Aug 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWGCX is a StrongBuy and JGQYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. JGQYX (67.7M). CWGCX pays higher dividends than JGQYX: CWGCX (0.84) vs JGQYX (0.22). CWGCX was incepted earlier than JGQYX: CWGCX (24 years) vs JGQYX (5 years). CWGCX (1.49) is less costly to investors than JGQYX (1.27). CWGCX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (11.76). CWGCX has a lower initial minimum investment than JGQYX: CWGCX (250) vs JGQYX (1000000). CWGCX annual gain was more profitable for investors over the last year : 15.52 vs. JGQYX (12.27). JGQYX return over 5 years is better than : 55.22 vs. CWGCX (42.47).
| CWGCX | JGQYX | CWGCX / JGQYX | |
| Total Expense Ratio | 1.49 | 1.00 | 149% |
| Annual Report Gross Expense Ratio | 1.49 | 1.27 | 117% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 13.022 | 6.059 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 67.7M | 199,409% |
| Annual Yield % from dividends | 0.84 | 0.22 | 373% |
| Returns for 1 year | 15.52 | 12.27 | 127% |
| Returns for 3 years | 40.04 | 30.15 | 133% |
| Returns for 5 years | 42.47 | 55.22 | 77% |
| Returns for 10 years | 54.64 | N/A | - |