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CWGFX vs JGQSX
CWGFX vs JGQSX Comparison
Open Charts CWGFX vs JGQSX
American Funds Capital World Gr&Inc F1
Price$69.56
Change+$0.97 (+1.41%)
VolumeN/A
Net Assets130.31B
Jensen Global Quality Growth J
Price$17.77
Change+$0.26 (+1.48%)
VolumeN/A
Net Assets64.22M
CWGFX vs JGQSX Comparison Chart in %
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CWGFX vs. JGQSX commentary
Jun 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 CWGFX is a StrongBuy and JGQSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 130B vs. JGQSX (64.2M). CWGFX pays higher dividends than JGQSX: CWGFX (1.49) vs JGQSX (0.09). CWGFX was incepted earlier than JGQSX: CWGFX (24 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 (11.76). CWGFX has a lower initial minimum investment than JGQSX: CWGFX (250) vs JGQSX (2500). CWGFX (5.65) and JGQSX (5.45) have marching annual gain over last year. JGQSX return over 5 years is better than : 61.96 vs. CWGFX (49.71).
| CWGFX | JGQSX | CWGFX / JGQSX | |
| Total Expense Ratio | 0.80 | 1.25 | 64% |
| Annual Report Gross Expense Ratio | 0.80 | 1.52 | 53% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 8.450 | 2.484 | 340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 64.2M | 202,492% |
| Annual Yield % from dividends | 1.49 | 0.09 | 1,596% |
| Returns for 1 year | 5.65 | 5.45 | 104% |
| Returns for 3 years | 40.57 | 31.29 | 130% |
| Returns for 5 years | 49.71 | 61.96 | 80% |
| Returns for 10 years | 51.08 | N/A | - |
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