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CWGFX vs PJERX
CWGFX vs PJERX Comparison
Open Charts CWGFX vs PJERX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
PGIM Jennison Global Equity Income R
Price$13.83
Change-$0.34 (-2.40%)
VolumeN/A
Net Assets709.1M
CWGFX vs PJERX Comparison Chart
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CWGFX vs. PJERX commentary
Apr 04, 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: 123B vs. PJERX (709M). PJERX pays higher dividends than CWGFX: PJERX (1.83) vs CWGFX (1.59). CWGFX was incepted earlier than PJERX: CWGFX (24 years) vs PJERX (14 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 : 8.13 vs. CWGFX (0.19). CWGFX return over 5 years is better than : 68.06 vs. PJERX (48.56).
| CWGFX | PJERX | CWGFX / PJERX | |
| Total Expense Ratio | 0.80 | 1.51 | 53% |
| Annual Report Gross Expense Ratio | 0.80 | 1.76 | 45% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 0.845 | 6.081 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 709M | 17,348% |
| Annual Yield % from dividends | 1.59 | 1.83 | 87% |
| Returns for 1 year | 0.19 | 8.13 | 2% |
| Returns for 3 years | 11.40 | -1.11 | -1,030% |
| Returns for 5 years | 68.06 | 48.56 | 140% |
| Returns for 10 years | 40.90 | -10.35 | -395% |
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