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CWGFX vs JGQYX
CWGFX vs JGQYX Comparison
Open Charts CWGFX vs JGQYX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
Jensen Global Quality Growth Y
Price$16.44
Change-$0.45 (-2.66%)
VolumeN/A
Net Assets61.78M
CWGFX vs JGQYX Comparison Chart
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CWGFX vs. JGQYX commentary
Apr 05, 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: 123B vs. JGQYX (61.8M). 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 : 5.94 vs. CWGFX (0.19).
| 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 | 0.845 | -0.106 | -800% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 61.8M | 199,029% |
| Annual Yield % from dividends | 1.59 | 0.29 | 545% |
| Returns for 1 year | 0.19 | 5.94 | 3% |
| Returns for 3 years | 11.40 | 14.99 | 76% |
| Returns for 5 years | 68.06 | N/A | - |
| Returns for 10 years | 40.90 | N/A | - |
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