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JTKAX vs WGIFX
JTKAX vs WGIFX Comparison
Open Charts JTKAX vs WGIFX
JHancock Global Thematic Opps A
Price$10.50
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets77.53M
American Funds Capital World Gr&Inc F2
Price$63.40
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
JTKAX vs WGIFX Comparison Chart
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JTKAX vs. WGIFX commentary
Mar 12, 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 JTKAX is a Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 123B vs. JTKAX (77.5M). WGIFX pays higher dividends than JTKAX: WGIFX (1.81) vs JTKAX (0.00). JTKAX was incepted earlier than WGIFX: JTKAX (6 years) vs WGIFX (17 years). JTKAX (1.36) is less costly to investors than WGIFX (0.52). JTKAX is a more actively managed with annual turnover of: 42.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than JTKAX: WGIFX (250) vs JTKAX (1000). WGIFX annual gain was more profitable for investors over the last year : 1.81 vs. JTKAX (-24.05). WGIFX return over 5 years is better than : 70.01 vs. JTKAX (10.45).
| JTKAX | WGIFX | JTKAX / WGIFX | |
| Total Expense Ratio | 1.20 | 0.52 | 231% |
| Annual Report Gross Expense Ratio | 1.36 | 0.52 | 262% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | -0.095 | 0.282 | -34% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.5M | 123B | 0% |
| Annual Yield % from dividends | 0.00 | 1.81 | - |
| Returns for 1 year | -24.05 | 1.81 | -1,327% |
| Returns for 3 years | -8.01 | 20.14 | -40% |
| Returns for 5 years | 10.45 | 70.01 | 15% |
| Returns for 10 years | N/A | 45.40 | - |
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