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CWGCX vs JGQYX
CWGCX vs JGQYX Comparison
Open Charts CWGCX vs JGQYX
American Funds Capital World Gr&Inc C
Price$62.30
Change+$0.98 (+1.60%)
VolumeN/A
Net Assets119.48B
Jensen Global Quality Growth Y
Price$16.61
Change+$0.27 (+1.65%)
VolumeN/A
Net Assets60.17M
CWGCX vs JGQYX Comparison Chart
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CWGCX vs. JGQYX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 119B vs. JGQYX (60.2M). CWGCX pays higher dividends than JGQYX: CWGCX (0.93) vs JGQYX (0.29). 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). JGQYX annual gain was more profitable for investors over the last year : 4.72 vs. CWGCX (0.67). JGQYX return over 5 years is better than : 61.95 vs. CWGCX (47.39).
| 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 | -0.577 | -3.359 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 60.2M | 197,674% |
| Annual Yield % from dividends | 0.93 | 0.29 | 318% |
| Returns for 1 year | 0.67 | 4.72 | 14% |
| Returns for 3 years | 16.55 | 16.34 | 101% |
| Returns for 5 years | 47.39 | 61.95 | 76% |
| Returns for 10 years | 32.50 | N/A | - |
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