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CWGFX vs JGQYX
CWGFX vs JGQYX Comparison
Open Charts CWGFX vs JGQYX
American Funds Capital World Gr&Inc F1
Price$68.34
Change-$0.76 (-1.10%)
VolumeN/A
CapitalizationN/A
Jensen Global Quality Growth Y
Price$17.17
Change-$0.05 (-0.29%)
VolumeN/A
CapitalizationN/A
CWGFX vs JGQYX Comparison Chart
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CWGFX vs. JGQYX commentary
Nov 13, 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: 129B vs. JGQYX (62.2M). 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). CWGFX annual gain was more profitable for investors over the last year : 23.99 vs. JGQYX (19.17).
| 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 | 15.237 | 11.898 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 62.2M | 207,395% |
| Annual Yield % from dividends | 1.64 | 0.50 | 328% |
| Returns for 1 year | 23.99 | 19.17 | 125% |
| Returns for 3 years | 5.11 | 11.41 | 45% |
| Returns for 5 years | 42.52 | N/A | - |
| Returns for 10 years | 53.21 | N/A | - |
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