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CWGIX vs JFGAX
CWGIX vs JFGAX Comparison
Open Charts CWGIX vs JFGAX
American Funds Capital World Gr&Inc A
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
JHancock Fundamental Global Fran A
Price$10.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets111.12M
CWGIX vs JFGAX Comparison Chart
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CWGIX vs. JFGAX 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 CWGIX is a Buy and JFGAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 123B vs. JFGAX (111M). CWGIX pays higher dividends than JFGAX: CWGIX (1.65) vs JFGAX (0.49). CWGIX was incepted earlier than JFGAX: CWGIX (32 years) vs JFGAX (13 years). JFGAX (1.34) is less costly to investors than CWGIX (0.74). CWGIX is a more actively managed with annual turnover of: 27.00 vs. JFGAX (17.00). CWGIX initial investment is less costly to investors than JFGAX (5%) vs JFGAX (5%). CWGIX has a lower initial minimum investment than JFGAX: CWGIX (250) vs JFGAX (1000). CWGIX annual gain was more profitable for investors over the last year : 0.27 vs. JFGAX (-12.46). CWGIX return over 5 years is better than : 68.50 vs. JFGAX (13.95).
| CWGIX | JFGAX | CWGIX / JFGAX | |
| Total Expense Ratio | 0.74 | 1.33 | 56% |
| Annual Report Gross Expense Ratio | 0.74 | 1.34 | 55% |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 0.875 | 0.100 | 879% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 111M | 110,811% |
| Annual Yield % from dividends | 1.65 | 0.49 | 337% |
| Returns for 1 year | 0.27 | -12.46 | -2% |
| Returns for 3 years | 11.59 | -16.76 | -69% |
| Returns for 5 years | 68.50 | 13.95 | 491% |
| Returns for 10 years | 41.32 | -21.36 | -193% |