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JTKAX vs WGIFX
JTKAX vs WGIFX Comparison
Open Charts JTKAX vs WGIFX
JHancock Global Thematic Opps A
Price$11.23
Change+$0.16 (+1.45%)
VolumeN/A
Net Assets114.77M
American Funds Capital World Gr&Inc F2
Price$66.24
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
JTKAX vs WGIFX Comparison Chart
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JTKAX vs. WGIFX commentary
Feb 01, 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 StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 128B vs. JTKAX (115M). WGIFX pays higher dividends than JTKAX: WGIFX (1.90) vs JTKAX (0.40). JTKAX was incepted earlier than WGIFX: JTKAX (6 years) vs WGIFX (17 years). JTKAX is a more actively managed with annual turnover of: 71.00 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 : 11.83 vs. JTKAX (-14.65). WGIFX return over 5 years is better than : 37.03 vs. JTKAX (-8.19).
| JTKAX | WGIFX | JTKAX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 4.830 | 4.397 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 128B | 0% |
| Annual Yield % from dividends | 0.40 | 1.90 | 21% |
| Returns for 1 year | -14.65 | 11.83 | -124% |
| Returns for 3 years | -15.44 | 13.86 | -111% |
| Returns for 5 years | -8.19 | 37.03 | -22% |
| Returns for 10 years | N/A | 51.14 | - |
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