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CWGFX vs JGQSX
CWGFX vs JGQSX Comparison
Open Charts CWGFX vs JGQSX
American Funds Capital World Gr&Inc F1
Price$65.87
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
Jensen Global Quality Growth J
Price$17.56
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets63.82M
CWGFX vs JGQSX Comparison Chart
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CWGFX vs. JGQSX commentary
Jan 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: 129B 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 : 12.70 vs. CWGFX (11.80).
| 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 | 3.929 | 3.844 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 63.8M | 202,194% |
| Annual Yield % from dividends | 1.64 | 0.27 | 602% |
| Returns for 1 year | 11.80 | 12.70 | 93% |
| Returns for 3 years | 13.72 | 18.09 | 76% |
| Returns for 5 years | 31.29 | N/A | - |
| Returns for 10 years | 48.10 | N/A | - |
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