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CWGFX vs JGQSX
CWGFX vs JGQSX Comparison
Open Charts CWGFX vs JGQSX
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
Jensen Global Quality Growth J
Price$18.08
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets69.82M
CWGFX vs JGQSX Comparison Chart in %
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CWGFX vs. JGQSX commentary
Nov 20, 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 Hold and JGQSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. JGQSX (69.8M). CWGFX pays higher dividends than JGQSX: CWGFX (1.32) vs JGQSX (0.00). CWGFX was incepted earlier than JGQSX: CWGFX (25 years) vs JGQSX (6 years). JGQSX (1.47) 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 : 12.16 vs. JGQSX (6.84). JGQSX return over 5 years is better than : 45.06 vs. CWGFX (41.60).
| CWGFX | JGQSX | CWGFX / JGQSX | |
| Total Expense Ratio | 0.80 | 1.25 | 64% |
| Annual Report Gross Expense Ratio | 0.80 | 1.47 | 54% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 18.909 | 6.268 | 302% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 69.8M | 199,140% |
| Annual Yield % from dividends | 1.32 | 0.00 | 38,601% |
| Returns for 1 year | 12.16 | 6.84 | 178% |
| Returns for 3 years | 50.59 | 35.53 | 142% |
| Returns for 5 years | 41.60 | 45.06 | 92% |
| Returns for 10 years | 73.79 | N/A | - |
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