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CWGFX vs SPQAX
CWGFX vs SPQAX Comparison
Open Charts CWGFX vs SPQAX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
PGIM Jennison Global Equity Income A
Price$13.83
Change-$0.33 (-2.33%)
VolumeN/A
Net Assets709.1M
CWGFX vs SPQAX Comparison Chart
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CWGFX vs. SPQAX commentary
Apr 04, 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: 123B vs. SPQAX (709M). SPQAX pays higher dividends than CWGFX: SPQAX (2.18) vs CWGFX (1.59). 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 : 8.45 vs. CWGFX (0.19). CWGFX return over 5 years is better than : 68.06 vs. SPQAX (50.32).
| 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 | 0.845 | 6.150 | 14% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 709M | 17,348% |
| Annual Yield % from dividends | 1.59 | 2.18 | 73% |
| Returns for 1 year | 0.19 | 8.45 | 2% |
| Returns for 3 years | 11.40 | -0.48 | -2,365% |
| Returns for 5 years | 68.06 | 50.32 | 135% |
| Returns for 10 years | 40.90 | -8.66 | -472% |
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