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CWGFX vs JGQSX
CWGFX vs JGQSX Comparison
Open Charts CWGFX vs JGQSX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
Jensen Global Quality Growth J
Price$17.43
Change-$0.24 (-1.36%)
VolumeN/A
Net Assets63.85M
CWGFX vs JGQSX Comparison Chart
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CWGFX vs. JGQSX commentary
Feb 23, 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: 128B vs. JGQSX (63.8M). 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 : 7.93 vs. CWGFX (7.04).
| 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 | 4.307 | 3.075 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 63.8M | 200,627% |
| Annual Yield % from dividends | 1.64 | 0.27 | 602% |
| Returns for 1 year | 7.04 | 7.93 | 89% |
| Returns for 3 years | 16.46 | 22.20 | 74% |
| Returns for 5 years | 32.49 | N/A | - |
| Returns for 10 years | 44.44 | N/A | - |
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