Ad is loading...
CWGFX vs PJERX
CWGFX vs PJERX Comparison
Open Charts CWGFX vs PJERX
American Funds Capital World Gr&Inc F1
Price$66.15
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
PGIM Jennison Global Equity Income R
Price$13.94
Change+$0.14 (+1.01%)
VolumeN/A
Net Assets705.04M
CWGFX vs PJERX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. PJERX commentary
Jan 31, 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 StrongBuy and PJERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. PJERX (705M). PJERX pays higher dividends than CWGFX: PJERX (2.43) vs CWGFX (1.64). CWGFX was incepted earlier than PJERX: CWGFX (24 years) vs PJERX (14 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. PJERX (11.00). PJERX has a lower initial minimum investment than CWGFX: PJERX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 11.49 vs. PJERX (10.44). CWGFX return over 5 years is better than : 35.83 vs. PJERX (8.61).
| CWGFX | PJERX | CWGFX / PJERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 4.370 | 3.062 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 705M | 18,156% |
| Annual Yield % from dividends | 1.64 | 2.43 | 68% |
| Returns for 1 year | 11.49 | 10.44 | 110% |
| Returns for 3 years | 13.20 | -5.18 | -255% |
| Returns for 5 years | 35.83 | 8.61 | 416% |
| Returns for 10 years | 49.85 | -10.49 | -475% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JERTX | 11.63 | 0.14 | +1.22% |
| Janus Henderson Global Real Estate T | |||
| RSLCX | 64.80 | 0.67 | +1.04% |
| American Funds SMALLCAP World R3 | |||
| BRKAX | 14.07 | 0.11 | +0.79% |
| MFS Blended Research Em Mkts Eq A | |||
| FDEGX | 70.27 | N/A | N/A |
| Fidelity Growth Strategies | |||
| EAGCX | 18.88 | N/A | N/A |
| Eaton Vance Atlanta Capital Focused Gr C | |||