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CWGFX vs JGQYX
CWGFX vs JGQYX Comparison
Open Charts CWGFX vs JGQYX
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Jensen Global Quality Growth Y
Price$17.89
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets65.73M
CWGFX vs JGQYX Comparison Chart
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CWGFX vs. JGQYX commentary
Jun 07, 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: 131B vs. JGQYX (65.7M). CWGFX pays higher dividends than JGQYX: CWGFX (1.49) vs JGQYX (0.28). 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 : 9.06 vs. CWGFX (6.31). JGQYX return over 5 years is better than : 62.43 vs. CWGFX (45.68).
| 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 | 9.010 | 5.217 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 65.7M | 199,391% |
| Annual Yield % from dividends | 1.49 | 0.28 | 540% |
| Returns for 1 year | 6.31 | 9.06 | 70% |
| Returns for 3 years | 28.90 | 30.52 | 95% |
| Returns for 5 years | 45.68 | 62.43 | 73% |
| Returns for 10 years | 52.89 | N/A | - |
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