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CWGFX vs JGQSX
CWGFX vs JGQSX Comparison
Open Charts CWGFX vs JGQSX
American Funds Capital World Gr&Inc F1
Price$68.00
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
Jensen Global Quality Growth J
Price$16.97
Change+$0.06 (+0.35%)
VolumeN/A
CapitalizationN/A
CWGFX vs JGQSX Comparison Chart
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CWGFX vs. JGQSX commentary
Nov 23, 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 StrongBuy and JGQSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 126B vs. JGQSX (61.6M). 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). CWGFX annual gain was more profitable for investors over the last year : 19.17 vs. JGQSX (13.65).
| 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 | 14.663 | 10.402 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 61.6M | 204,545% |
| Annual Yield % from dividends | 1.64 | 0.27 | 602% |
| Returns for 1 year | 19.17 | 13.65 | 140% |
| Returns for 3 years | 6.27 | 9.36 | 67% |
| Returns for 5 years | 41.11 | N/A | - |
| Returns for 10 years | 50.27 | N/A | - |