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CWGFX vs JGQYX
CWGFX vs JGQYX Comparison
Open Charts CWGFX vs JGQYX
American Funds Capital World Gr&Inc F1
Price$71.34
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets135.68B
Jensen Global Quality Growth Y
Price$18.03
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets66.6M
CWGFX vs JGQYX Comparison Chart in %
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CWGFX vs. JGQYX commentary
Jul 15, 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 Buy and JGQYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. JGQYX (66.6M). 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 (11.76). CWGFX has a lower initial minimum investment than JGQYX: CWGFX (250) vs JGQYX (1000000). JGQYX (7.58) and CWGFX (7.21) have marching annual gain over last year. JGQYX return over 5 years is better than : 59.75 vs. CWGFX (48.19).
| 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 | 13.443 | 6.651 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 66.6M | 204,204% |
| Annual Yield % from dividends | 1.42 | 0.22 | 637% |
| Returns for 1 year | 7.21 | 7.58 | 95% |
| Returns for 3 years | 52.02 | 39.91 | 130% |
| Returns for 5 years | 48.19 | 59.75 | 81% |
| Returns for 10 years | 57.68 | N/A | - |
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