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CWGFX vs JGQSX
CWGFX vs JGQSX Comparison
Open Charts CWGFX vs JGQSX
American Funds Capital World Gr&Inc F1
Price$74.93
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
Jensen Global Quality Growth J
Price$18.26
Change-$0.01 (-0.05%)
VolumeN/A
Net AssetsN/A
CWGFX vs JGQSX Comparison Chart in %
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CWGFX vs. JGQSX commentary
Sep 17, 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 StrongBuy and JGQSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX pays higher dividends than JGQSX: CWGFX (1.39) vs JGQSX (0.04). CWGFX was incepted earlier than JGQSX: CWGFX (25 years) vs JGQSX (5 years). JGQSX (1.52) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. JGQSX (22.56). CWGFX has a lower initial minimum investment than JGQSX: CWGFX (250) vs JGQSX (2500). CWGFX annual gain was more profitable for investors over the last year : 13.63 vs. JGQSX (7.34). JGQSX (54.27) and CWGFX (51.73) have equivalent 5 years return.
| CWGFX | JGQSX | CWGFX / JGQSX | |
| Total Expense Ratio | 0.80 | 1.25 | 64% |
| Annual Report Gross Expense Ratio | 0.80 | 1.52 | 53% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 19.451 | 8.043 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | N/A | - |
| Annual Yield % from dividends | 1.39 | 0.04 | 3,906% |
| Returns for 1 year | 13.63 | 7.34 | 186% |
| Returns for 3 years | 59.29 | 43.16 | 137% |
| Returns for 5 years | 51.73 | 54.27 | 95% |
| Returns for 10 years | 81.55 | N/A | - |
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