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CWGFX vs SPQAX
CWGFX vs SPQAX Comparison
Open Charts CWGFX vs SPQAX
American Funds Capital World Gr&Inc F1
Price$71.48
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
PGIM Jennison Global Equity Income A
Price$14.86
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets721.51M
CWGFX vs SPQAX Comparison Chart in %
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CWGFX vs. SPQAX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. SPQAX (722M). SPQAX pays higher dividends than CWGFX: SPQAX (2.20) 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). SPQAX annual gain was more profitable for investors over the last year : 8.78 vs. CWGFX (6.83). CWGFX return over 5 years is better than : 48.34 vs. SPQAX (27.01).
| 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 | 13.204 | 12.077 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 722M | 18,698% |
| Annual Yield % from dividends | 1.42 | 2.20 | 64% |
| Returns for 1 year | 6.83 | 8.78 | 78% |
| Returns for 3 years | 51.70 | 21.03 | 246% |
| Returns for 5 years | 48.34 | 27.01 | 179% |
| Returns for 10 years | 57.34 | -3.29 | -1,742% |
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