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CWGFX vs JGQSX
CWGFX vs JGQSX Comparison
Open Charts CWGFX vs JGQSX
American Funds Capital World Gr&Inc F1
Price$76.13
Change+$0.49 (+0.65%)
VolumeN/A
Net Assets141.87B
Jensen Global Quality Growth J
Price$18.77
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets71.19M
CWGFX vs JGQSX Comparison Chart in %
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CWGFX vs. JGQSX commentary
Oct 09, 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 JGQSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. JGQSX (71.2M). CWGFX pays higher dividends than JGQSX: CWGFX (1.35) vs JGQSX (0.00). 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 : 12.74 vs. JGQSX (9.12). JGQSX (53.33) and CWGFX (51.64) 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 | 21.364 | 10.349 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 71.2M | 199,438% |
| Annual Yield % from dividends | 1.35 | 0.00 | 39,115% |
| Returns for 1 year | 12.74 | 9.12 | 140% |
| Returns for 3 years | 70.07 | 55.17 | 127% |
| Returns for 5 years | 51.64 | 53.33 | 97% |
| Returns for 10 years | 79.54 | N/A | - |
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