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CWGFX vs PJERX
CWGFX vs PJERX Comparison
Open Charts CWGFX vs PJERX
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
PGIM Jennison Global Equity Income R
Price$13.92
Change+$0.16 (+1.16%)
VolumeN/A
Net Assets682.98M
CWGFX vs PJERX Comparison Chart
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CWGFX vs. PJERX commentary
Apr 25, 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: 119B vs. PJERX (683M). 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 : 7.58 vs. CWGFX (1.40). CWGFX return over 5 years is better than : 50.88 vs. PJERX (31.93).
| 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 | -0.389 | 3.012 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 683M | 17,423% |
| Annual Yield % from dividends | 1.59 | 1.83 | 87% |
| Returns for 1 year | 1.40 | 7.58 | 18% |
| Returns for 3 years | 18.43 | -1.68 | -1,099% |
| Returns for 5 years | 50.88 | 31.93 | 159% |
| Returns for 10 years | 35.68 | -13.63 | -262% |