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CWGFX vs JGQYX
CWGFX vs JGQYX Comparison
Open Charts CWGFX vs JGQYX
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
Jensen Global Quality Growth Y
Price$16.61
Change+$0.27 (+1.65%)
VolumeN/A
Net Assets60.17M
CWGFX vs JGQYX Comparison Chart
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CWGFX vs. JGQYX commentary
Apr 25, 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: 119B vs. JGQYX (60.2M). CWGFX pays higher dividends than JGQYX: CWGFX (1.59) vs JGQYX (0.29). 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 annual gain was more profitable for investors over the last year : 4.72 vs. CWGFX (1.40). JGQYX return over 5 years is better than : 61.95 vs. CWGFX (50.88).
| 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 | -0.389 | -3.359 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 60.2M | 197,674% |
| Annual Yield % from dividends | 1.59 | 0.29 | 545% |
| Returns for 1 year | 1.40 | 4.72 | 30% |
| Returns for 3 years | 18.43 | 16.34 | 113% |
| Returns for 5 years | 50.88 | 61.95 | 82% |
| Returns for 10 years | 35.68 | N/A | - |