Ad is loading...
CWGFX vs JGQSX
CWGFX vs JGQSX Comparison
Open Charts CWGFX vs JGQSX
American Funds Capital World Gr&Inc F1
Price$63.50
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
Jensen Global Quality Growth J
Price$17.05
Change+$0.13 (+0.77%)
VolumeN/A
CapitalizationN/A
CWGFX vs JGQSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. JGQSX commentary
Dec 24, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. JGQSX (62.7M). CWGFX pays higher dividends than JGQSX: CWGFX (1.64) vs JGQSX (0.27). CWGFX was incepted earlier than JGQSX: CWGFX (24 years) vs JGQSX (5 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. JGQSX (16.82). CWGFX has a lower initial minimum investment than JGQSX: CWGFX (250) vs JGQSX (2500). JGQSX annual gain was more profitable for investors over the last year : 11.57 vs. CWGFX (8.57).
| CWGFX | JGQSX | CWGFX / JGQSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 7.613 | 10.922 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 62.7M | 199,362% |
| Annual Yield % from dividends | 1.64 | 0.27 | 602% |
| Returns for 1 year | 8.57 | 11.57 | 74% |
| Returns for 3 years | 6.17 | 9.74 | 63% |
| Returns for 5 years | 28.63 | N/A | - |
| Returns for 10 years | 44.06 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...