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CWGFX vs JGQYX
CWGFX vs JGQYX Comparison
Open Charts CWGFX vs JGQYX
American Funds Capital World Gr&Inc F1
Price$75.95
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
Jensen Global Quality Growth Y
Price$18.87
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets71.54M
CWGFX vs JGQYX Comparison Chart in %
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CWGFX vs. JGQYX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. JGQYX (71.5M). CWGFX pays higher dividends than JGQYX: CWGFX (1.35) vs JGQYX (0.13). CWGFX was incepted earlier than JGQYX: CWGFX (25 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 (22.56). 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 : 12.21 vs. JGQYX (10.04). JGQYX return over 5 years is better than : 58.36 vs. CWGFX (53.30).
| CWGFX | JGQYX | CWGFX / JGQYX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.27 | 63% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 21.077 | 11.149 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 71.5M | 198,601% |
| Annual Yield % from dividends | 1.35 | 0.13 | 1,035% |
| Returns for 1 year | 12.21 | 10.04 | 122% |
| Returns for 3 years | 69.66 | 57.15 | 122% |
| Returns for 5 years | 53.30 | 58.36 | 91% |
| Returns for 10 years | 79.12 | N/A | - |
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