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CWGFX vs JDEZX
CWGFX vs JDEZX Comparison
Open Charts CWGFX vs JDEZX
American Funds Capital World Gr&Inc F1
Price$66.91
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets129.86B
PGIM Jennison Global Equity Income Z
Price$14.45
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets720.38M
CWGFX vs JDEZX Comparison Chart
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CWGFX vs. JDEZX commentary
May 23, 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 CWGFX is a Buy and JDEZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 130B vs. JDEZX (720M). JDEZX pays higher dividends than CWGFX: JDEZX (2.42) vs CWGFX (1.58). CWGFX was incepted earlier than JDEZX: CWGFX (24 years) vs JDEZX (17 years). JDEZX (0.89) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. JDEZX (6.00). JDEZX has a lower initial minimum investment than CWGFX: JDEZX (0) vs CWGFX (250). JDEZX annual gain was more profitable for investors over the last year : 10.03 vs. CWGFX (2.96). CWGFX return over 5 years is better than : 54.36 vs. JDEZX (40.68).
| CWGFX | JDEZX | CWGFX / JDEZX | |
| Total Expense Ratio | 0.80 | 0.89 | 90% |
| Annual Report Gross Expense Ratio | 0.80 | 0.89 | 90% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 5.940 | 9.887 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 720M | 18,056% |
| Annual Yield % from dividends | 1.58 | 2.42 | 65% |
| Returns for 1 year | 2.96 | 10.03 | 29% |
| Returns for 3 years | 31.92 | 12.57 | 254% |
| Returns for 5 years | 54.36 | 40.68 | 134% |
| Returns for 10 years | 44.12 | -4.59 | -961% |
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