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CWGFX vs JGQYX
CWGFX vs JGQYX Comparison
Open Charts CWGFX vs JGQYX
American Funds Capital World Gr&Inc F1
Price$64.54
Change+$0.02 (+0.03%)
VolumeN/A
CapitalizationN/A
Jensen Global Quality Growth Y
Price$17.25
Change-$0.02 (-0.12%)
VolumeN/A
CapitalizationN/A
CWGFX vs JGQYX Comparison Chart
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CWGFX vs. JGQYX commentary
Dec 28, 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 Buy and JGQYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. JGQYX (63.5M). CWGFX pays higher dividends than JGQYX: CWGFX (1.64) vs JGQYX (0.50). CWGFX was incepted earlier than JGQYX: CWGFX (24 years) vs JGQYX (5 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (16.82). CWGFX has a lower initial minimum investment than JGQYX: CWGFX (250) vs JGQYX (1000000). JGQYX annual gain was more profitable for investors over the last year : 12.20 vs. CWGFX (9.19).
| CWGFX | JGQYX | CWGFX / JGQYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 9.376 | 12.419 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 63.5M | 200,000% |
| Annual Yield % from dividends | 1.64 | 0.50 | 328% |
| Returns for 1 year | 9.19 | 12.20 | 75% |
| Returns for 3 years | 5.26 | 8.11 | 65% |
| Returns for 5 years | 29.72 | N/A | - |
| Returns for 10 years | 45.51 | N/A | - |