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CWGFX vs SPQAX
CWGFX vs SPQAX Comparison
Open Charts CWGFX vs SPQAX
American Funds Capital World Gr&Inc F1
Price$73.00
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
PGIM Jennison Global Equity Income A
Price$15.34
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets734.98M
CWGFX vs SPQAX Comparison Chart in %
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CWGFX vs. SPQAX commentary
Aug 29, 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 SPQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. SPQAX (735M). SPQAX pays higher dividends than CWGFX: SPQAX (2.22) vs CWGFX (1.42). CWGFX was incepted earlier than SPQAX: CWGFX (24 years) vs SPQAX (21 years). SPQAX (1.21) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. SPQAX (6.00). CWGFX has a lower initial minimum investment than SPQAX: CWGFX (250) vs SPQAX (1000). CWGFX annual gain was more profitable for investors over the last year : 10.59 vs. SPQAX (8.70). CWGFX return over 5 years is better than : 44.04 vs. SPQAX (25.85).
| CWGFX | SPQAX | CWGFX / SPQAX | |
| Total Expense Ratio | 0.80 | 1.16 | 69% |
| Annual Report Gross Expense Ratio | 0.80 | 1.21 | 66% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 16.082 | 16.018 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 735M | 18,639% |
| Annual Yield % from dividends | 1.42 | 2.22 | 64% |
| Returns for 1 year | 10.59 | 8.70 | 122% |
| Returns for 3 years | 49.40 | 21.92 | 225% |
| Returns for 5 years | 44.04 | 25.85 | 170% |
| Returns for 10 years | 74.44 | 9.44 | 789% |
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