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$71.17
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
PGIM Jennison Global Equity Income R
Price$14.97
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets724.54M
CWGFX vs PJERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. PJERX commentary
Aug 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 StrongBuy and PJERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. PJERX (725M). PJERX pays higher dividends than CWGFX: PJERX (1.87) vs CWGFX (1.42). CWGFX was incepted earlier than PJERX: CWGFX (24 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). CWGFX annual gain was more profitable for investors over the last year : 15.72 vs. PJERX (12.82). CWGFX return over 5 years is better than : 45.70 vs. PJERX (23.62).
| 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 | 15 years | - |
| Gain YTD | 13.172 | 12.803 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 725M | 18,621% |
| Annual Yield % from dividends | 1.42 | 1.87 | 76% |
| Returns for 1 year | 15.72 | 12.82 | 123% |
| Returns for 3 years | 42.74 | 15.71 | 272% |
| Returns for 5 years | 45.70 | 23.62 | 193% |
| Returns for 10 years | 59.80 | -0.47 | -12,704% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement