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CWGCX vs PJERX
CWGCX vs PJERX Comparison
Open Charts CWGCX vs PJERX
American Funds Capital World Gr&Inc C
Price$62.30
Change+$0.98 (+1.60%)
VolumeN/A
Net Assets119.48B
PGIM Jennison Global Equity Income R
Price$13.92
Change+$0.16 (+1.16%)
VolumeN/A
Net Assets682.98M
CWGCX vs PJERX Comparison Chart
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CWGCX vs. PJERX 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 PJERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 119B vs. PJERX (683M). PJERX pays higher dividends than CWGCX: PJERX (1.83) vs CWGCX (0.93). CWGCX was incepted earlier than PJERX: CWGCX (24 years) vs PJERX (14 years). PJERX (1.76) is less costly to investors than CWGCX (1.49). CWGCX is a more actively managed with annual turnover of: 27.00 vs. PJERX (6.00). PJERX has a lower initial minimum investment than CWGCX: PJERX (0) vs CWGCX (250). PJERX annual gain was more profitable for investors over the last year : 7.58 vs. CWGCX (0.67). CWGCX return over 5 years is better than : 47.39 vs. PJERX (31.93).
| CWGCX | PJERX | CWGCX / PJERX | |
| Total Expense Ratio | 1.49 | 1.51 | 99% |
| Annual Report Gross Expense Ratio | 1.49 | 1.76 | 85% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -0.577 | 3.012 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 683M | 17,423% |
| Annual Yield % from dividends | 0.93 | 1.83 | 51% |
| Returns for 1 year | 0.67 | 7.58 | 9% |
| Returns for 3 years | 16.55 | -1.68 | -987% |
| Returns for 5 years | 47.39 | 31.93 | 148% |
| Returns for 10 years | 32.50 | -13.63 | -238% |
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