Interact to see
Advertisement
Advertisement
CWGFX vs PJERX
CWGFX vs PJERX Comparison
Open Charts CWGFX vs PJERX
American Funds Capital World Gr&Inc F1
Price$75.64
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
PGIM Jennison Global Equity Income R
Price$15.90
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets761.38M
CWGFX vs PJERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. PJERX commentary
Oct 08, 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 PJERX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. PJERX (761M). PJERX pays higher dividends than CWGFX: PJERX (1.54) vs CWGFX (1.35). CWGFX was incepted earlier than PJERX: CWGFX (25 years) vs PJERX (15 years). PJERX (1.76) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. PJERX (6.00). PJERX has a lower initial minimum investment than CWGFX: PJERX (0) vs CWGFX (250). PJERX annual gain was more profitable for investors over the last year : 13.31 vs. CWGFX (12.18). CWGFX return over 5 years is better than : 51.81 vs. PJERX (30.09).
| CWGFX | PJERX | CWGFX / PJERX | |
| Total Expense Ratio | 0.80 | 1.51 | 53% |
| Annual Report Gross Expense Ratio | 0.80 | 1.76 | 45% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 20.583 | 21.025 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 761M | 18,660% |
| Annual Yield % from dividends | 1.35 | 1.54 | 87% |
| Returns for 1 year | 12.18 | 13.31 | 91% |
| Returns for 3 years | 68.97 | 41.46 | 166% |
| Returns for 5 years | 51.81 | 30.09 | 172% |
| Returns for 10 years | 78.39 | 11.37 | 690% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement