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CWGCX vs JGQYX
CWGCX vs JGQYX Comparison
Open Charts CWGCX vs JGQYX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
Jensen Global Quality Growth Y
Price$16.44
Change-$0.45 (-2.66%)
VolumeN/A
Net Assets61.78M
CWGCX vs JGQYX Comparison Chart
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CWGCX vs. JGQYX commentary
Apr 05, 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: 123B vs. JGQYX (61.8M). 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 : 5.94 vs. CWGCX (-0.53).
| 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 | 0.700 | -0.106 | -663% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 61.8M | 199,029% |
| Annual Yield % from dividends | 0.93 | 0.29 | 318% |
| Returns for 1 year | -0.53 | 5.94 | -9% |
| Returns for 3 years | 9.63 | 14.99 | 64% |
| Returns for 5 years | 64.18 | N/A | - |
| Returns for 10 years | 37.61 | N/A | - |
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