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CWGIX vs JFGAX
CWGIX vs JFGAX Comparison
Open Charts CWGIX vs JFGAX
American Funds Capital World Gr&Inc A
Price$66.01
Change-$0.30 (-0.45%)
VolumeN/A
Net Assets128.43B
JHancock Fundamental Global Fran A
Price$10.27
Change-$0.15 (-1.44%)
VolumeN/A
Net Assets179.3M
CWGIX vs JFGAX Comparison Chart
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CWGIX vs. JFGAX commentary
Feb 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 CWGIX is a StrongBuy and JFGAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 128B vs. JFGAX (179M). CWGIX pays higher dividends than JFGAX: CWGIX (1.69) vs JFGAX (0.18). CWGIX was incepted earlier than JFGAX: CWGIX (32 years) vs JFGAX (13 years). JFGAX is a more actively managed with annual turnover of: 31.00 vs. CWGIX (27.00). 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 : 7.12 vs. JFGAX (-9.38). CWGIX return over 5 years is better than : 32.79 vs. JFGAX (-11.23).
| CWGIX | JFGAX | CWGIX / JFGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 4.327 | 2.189 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 179M | 71,508% |
| Annual Yield % from dividends | 1.69 | 0.18 | 930% |
| Returns for 1 year | 7.12 | -9.38 | -76% |
| Returns for 3 years | 16.62 | -12.87 | -129% |
| Returns for 5 years | 32.79 | -11.23 | -292% |
| Returns for 10 years | 44.85 | -20.27 | -221% |