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JTKIX vs WGIFX
JTKIX vs WGIFX Comparison
Open Charts JTKIX vs WGIFX
JHancock Global Thematic Opps I
Price$11.03
Change+$0.14 (+1.29%)
VolumeN/A
Net Assets86.66M
American Funds Capital World Gr&Inc F2
Price$65.73
Change+$0.58 (+0.89%)
VolumeN/A
Net Assets126.29B
JTKIX vs WGIFX Comparison Chart
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JTKIX vs. WGIFX commentary
Mar 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 JTKIX is a Buy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 126B vs. JTKIX (86.7M). WGIFX pays higher dividends than JTKIX: WGIFX (1.90) vs JTKIX (0.60). JTKIX was incepted earlier than WGIFX: JTKIX (6 years) vs WGIFX (17 years). JTKIX is a more actively managed with annual turnover of: 71.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than JTKIX: WGIFX (250) vs JTKIX (250000). WGIFX annual gain was more profitable for investors over the last year : 6.02 vs. JTKIX (-20.86). WGIFX return over 5 years is better than : 45.04 vs. JTKIX (-3.15).
| JTKIX | WGIFX | JTKIX / 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 | 2.350 | 2.679 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.7M | 126B | 0% |
| Annual Yield % from dividends | 0.60 | 1.90 | 31% |
| Returns for 1 year | -20.86 | 6.02 | -346% |
| Returns for 3 years | -10.14 | 16.21 | -63% |
| Returns for 5 years | -3.15 | 45.04 | -7% |
| Returns for 10 years | N/A | 43.23 | - |
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