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CWGFX vs JGQSX
CWGFX vs JGQSX Comparison
Open Charts CWGFX vs JGQSX
American Funds Capital World Gr&Inc F1
Price$57.10
Change-$0.70 (-1.21%)
VolumeN/A
Net Assets111.7B
Jensen Global Quality Growth J
Price$15.29
Change-$0.24 (-1.55%)
VolumeN/A
Net Assets56.85M
CWGFX vs JGQSX Comparison Chart
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CWGFX vs. JGQSX commentary
Apr 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 112B vs. JGQSX (56.9M). CWGFX pays higher dividends than JGQSX: CWGFX (1.59) vs JGQSX (0.10). 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). JGQSX annual gain was more profitable for investors over the last year : -1.61 vs. CWGFX (-8.11).
| 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 | -8.539 | -8.161 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 56.9M | 196,837% |
| Annual Yield % from dividends | 1.59 | 0.10 | 1,610% |
| Returns for 1 year | -8.11 | -1.61 | 503% |
| Returns for 3 years | 2.50 | 5.64 | 44% |
| Returns for 5 years | 52.42 | N/A | - |
| Returns for 10 years | 27.63 | N/A | - |
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