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CWGFX vs SPQAX
CWGFX vs SPQAX Comparison
Open Charts CWGFX vs SPQAX
American Funds Capital World Gr&Inc F1
Price$68.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
PGIM Jennison Global Equity Income A
Price$14.71
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets720.9M
CWGFX vs SPQAX Comparison Chart
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CWGFX vs. SPQAX commentary
Jun 06, 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 SPQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. SPQAX (721M). SPQAX pays higher dividends than CWGFX: SPQAX (2.10) vs CWGFX (1.49). 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). SPQAX annual gain was more profitable for investors over the last year : 11.56 vs. CWGFX (6.09). CWGFX return over 5 years is better than : 45.15 vs. SPQAX (26.35).
| 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 | 8.614 | 10.423 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 721M | 18,169% |
| Annual Yield % from dividends | 1.49 | 2.10 | 71% |
| Returns for 1 year | 6.09 | 11.56 | 53% |
| Returns for 3 years | 29.36 | 8.36 | 351% |
| Returns for 5 years | 45.15 | 26.35 | 171% |
| Returns for 10 years | 52.08 | -3.30 | -1,579% |
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