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CWGFX vs JGQYX
CWGFX vs JGQYX Comparison
Open Charts CWGFX vs JGQYX
American Funds Capital World Gr&Inc F1
Price$72.64
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets136.73B
Jensen Global Quality Growth Y
Price$18.10
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets67.49M
CWGFX vs JGQYX Comparison Chart in %
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CWGFX vs. JGQYX commentary
Aug 28, 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 has more cash in the bank: 137B vs. JGQYX (67.5M). CWGFX pays higher dividends than JGQYX: CWGFX (1.42) vs JGQYX (0.22). CWGFX was incepted earlier than JGQYX: CWGFX (24 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 : 9.54 vs. JGQYX (5.63). JGQYX return over 5 years is better than : 50.30 vs. CWGFX (43.33).
| CWGFX | JGQYX | CWGFX / JGQYX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.27 | 63% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 15.510 | 6.710 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 67.5M | 202,963% |
| Annual Yield % from dividends | 1.42 | 0.22 | 635% |
| Returns for 1 year | 9.54 | 5.63 | 170% |
| Returns for 3 years | 47.88 | 35.92 | 133% |
| Returns for 5 years | 43.33 | 50.30 | 86% |
| Returns for 10 years | 72.22 | N/A | - |
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