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CWGFX vs JGQYX
CWGFX vs JGQYX Comparison
Open Charts CWGFX vs JGQYX
American Funds Capital World Gr&Inc F1
Price$71.17
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
Jensen Global Quality Growth Y
Price$17.99
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets67.68M
CWGFX vs JGQYX Comparison Chart in %
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CWGFX vs. JGQYX commentary
Aug 08, 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: 135B vs. JGQYX (67.7M). 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). CWGFX annual gain was more profitable for investors over the last year : 15.72 vs. JGQYX (12.27). JGQYX return over 5 years is better than : 55.22 vs. CWGFX (45.70).
| 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 | 13.172 | 6.059 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 67.7M | 199,409% |
| Annual Yield % from dividends | 1.42 | 0.22 | 635% |
| Returns for 1 year | 15.72 | 12.27 | 128% |
| Returns for 3 years | 42.74 | 30.15 | 142% |
| Returns for 5 years | 45.70 | 55.22 | 83% |
| Returns for 10 years | 59.80 | N/A | - |
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