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CWGFX vs JGQYX
CWGFX vs JGQYX Comparison
Open Charts CWGFX vs JGQYX
American Funds Capital World Gr&Inc F1
Price$74.93
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
Jensen Global Quality Growth Y
Price$18.29
Change-$0.00 (-0.00%)
VolumeN/A
Net AssetsN/A
CWGFX vs JGQYX Comparison Chart in %
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CWGFX vs. JGQYX commentary
Sep 17, 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 JGQYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX pays higher dividends than JGQYX: CWGFX (1.39) vs JGQYX (0.22). CWGFX was incepted earlier than JGQYX: CWGFX (25 years) vs JGQYX (5 years). JGQYX (1.27) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (22.56). CWGFX has a lower initial minimum investment than JGQYX: CWGFX (250) vs JGQYX (1000000). CWGFX annual gain was more profitable for investors over the last year : 13.63 vs. JGQYX (7.61). JGQYX return over 5 years is better than : 55.78 vs. CWGFX (51.73).
| CWGFX | JGQYX | CWGFX / JGQYX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.27 | 63% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 19.451 | 8.249 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | N/A | - |
| Annual Yield % from dividends | 1.39 | 0.22 | 623% |
| Returns for 1 year | 13.63 | 7.61 | 179% |
| Returns for 3 years | 59.29 | 44.11 | 134% |
| Returns for 5 years | 51.73 | 55.78 | 93% |
| Returns for 10 years | 81.55 | N/A | - |
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