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CWGFX vs SPQAX
CWGFX vs SPQAX Comparison
Open Charts CWGFX vs SPQAX
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 A
Price$13.92
Change+$0.16 (+1.16%)
VolumeN/A
Net Assets682.98M
CWGFX vs SPQAX Comparison Chart
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CWGFX vs. SPQAX 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 SPQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 119B vs. SPQAX (683M). 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 : 7.97 vs. CWGFX (-1.52). CWGFX return over 5 years is better than : 46.51 vs. SPQAX (33.58).
| 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 | -3.269 | 3.152 | -104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 683M | 17,423% |
| Annual Yield % from dividends | 1.59 | 2.18 | 73% |
| Returns for 1 year | -1.52 | 7.97 | -19% |
| Returns for 3 years | 14.67 | -0.99 | -1,488% |
| Returns for 5 years | 46.51 | 33.58 | 139% |
| Returns for 10 years | 31.67 | -11.94 | -265% |
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