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CWGCX vs JGQYX
CWGCX vs JGQYX Comparison
Open Charts CWGCX vs JGQYX
American Funds Capital World Gr&Inc C
Price$75.17
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
Jensen Global Quality Growth Y
Price$18.87
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets71.54M
CWGCX vs JGQYX Comparison Chart in %
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CWGCX vs. JGQYX commentary
Oct 07, 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 Buy and JGQYX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. JGQYX (71.5M). CWGCX pays higher dividends than JGQYX: CWGCX (0.77) vs JGQYX (0.13). CWGCX was incepted earlier than JGQYX: CWGCX (25 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 (22.56). 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 : 11.38 vs. JGQYX (10.04). JGQYX return over 5 years is better than : 58.36 vs. CWGCX (49.26).
| CWGCX | JGQYX | CWGCX / JGQYX | |
| Total Expense Ratio | 1.49 | 1.00 | 149% |
| Annual Report Gross Expense Ratio | 1.49 | 1.27 | 117% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 20.468 | 11.149 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 71.5M | 198,601% |
| Annual Yield % from dividends | 0.77 | 0.13 | 588% |
| Returns for 1 year | 11.38 | 10.04 | 113% |
| Returns for 3 years | 66.37 | 57.15 | 116% |
| Returns for 5 years | 49.26 | 58.36 | 84% |
| Returns for 10 years | 74.31 | N/A | - |
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