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CWGFX vs JGQSX
CWGFX vs JGQSX Comparison
Open Charts CWGFX vs JGQSX
American Funds Capital World Gr&Inc F1
Price$71.71
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.03B
Jensen Global Quality Growth J
Price$17.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets67.72M
CWGFX vs JGQSX Comparison Chart in %
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CWGFX vs. JGQSX commentary
Aug 10, 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: 136B vs. JGQSX (67.7M). CWGFX pays higher dividends than JGQSX: CWGFX (1.42) vs JGQSX (0.04). 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 annual gain was more profitable for investors over the last year : 14.31 vs. JGQSX (10.75). JGQSX return over 5 years is better than : 54.33 vs. CWGFX (46.80).
| 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 | 14.031 | 6.328 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 67.7M | 200,886% |
| Annual Yield % from dividends | 1.42 | 0.04 | 3,980% |
| Returns for 1 year | 14.31 | 10.75 | 133% |
| Returns for 3 years | 44.10 | 30.80 | 143% |
| Returns for 5 years | 46.80 | 54.33 | 86% |
| Returns for 10 years | 61.01 | N/A | - |
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