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CWGFX vs PJERX
CWGFX vs PJERX Comparison
Open Charts CWGFX vs PJERX
American Funds Capital World Gr&Inc F1
Price$68.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
PGIM Jennison Global Equity Income R
Price$14.71
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets719.67M
CWGFX vs PJERX Comparison Chart
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CWGFX vs. PJERX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. PJERX (720M). PJERX pays higher dividends than CWGFX: PJERX (1.77) vs CWGFX (1.49). 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 : 11.24 vs. CWGFX (6.09). CWGFX return over 5 years is better than : 45.15 vs. PJERX (24.79).
| 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 | 8.614 | 10.273 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 720M | 18,194% |
| Annual Yield % from dividends | 1.49 | 1.77 | 84% |
| Returns for 1 year | 6.09 | 11.24 | 54% |
| Returns for 3 years | 29.36 | 7.68 | 383% |
| Returns for 5 years | 45.15 | 24.79 | 182% |
| Returns for 10 years | 52.08 | -5.10 | -1,021% |
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