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CWGFX vs JGQYX
CWGFX vs JGQYX Comparison
Open Charts CWGFX vs JGQYX
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
Jensen Global Quality Growth Y
Price$18.01
Change-$0.19 (-1.04%)
VolumeN/A
Net Assets70.57M
CWGFX vs JGQYX Comparison Chart in %
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CWGFX vs. JGQYX commentary
Nov 20, 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 Hold and JGQYX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. JGQYX (70.6M). CWGFX pays higher dividends than JGQYX: CWGFX (1.32) vs JGQYX (0.13). CWGFX was incepted earlier than JGQYX: CWGFX (25 years) vs JGQYX (6 years). JGQYX (1.22) 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 : 12.09 vs. JGQYX (7.97). JGQYX return over 5 years is better than : 47.60 vs. CWGFX (41.29).
| CWGFX | JGQYX | CWGFX / JGQYX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.22 | 66% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 18.797 | 7.716 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 70.6M | 196,884% |
| Annual Yield % from dividends | 1.32 | 0.13 | 1,021% |
| Returns for 1 year | 12.09 | 7.97 | 152% |
| Returns for 3 years | 50.45 | 38.03 | 133% |
| Returns for 5 years | 41.29 | 47.60 | 87% |
| Returns for 10 years | 73.63 | N/A | - |
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