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AGOCX vs CWGFX
AGOCX vs CWGFX Comparison
Open Charts AGOCX vs CWGFX
PGIM Jennison Global Equity Income C
Price$12.71
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets763.7M
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
AGOCX vs CWGFX Comparison Chart in %
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AGOCX vs. CWGFX commentary
Dec 27, 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 AGOCX is a StrongBuy and CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AGOCX (764M). AGOCX pays higher dividends than CWGFX: AGOCX (1.39) vs CWGFX (1.31). AGOCX was incepted earlier than CWGFX: AGOCX (28 years) vs CWGFX (25 years). AGOCX (2.10) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AGOCX (6.00). CWGFX has a lower initial minimum investment than AGOCX: CWGFX (250) vs AGOCX (1000). AGOCX annual gain was more profitable for investors over the last year : 14.07 vs. CWGFX (12.34). CWGFX return over 5 years is better than : 31.00 vs. AGOCX (16.26).
| AGOCX | CWGFX | AGOCX / CWGFX | |
| Total Expense Ratio | 2.10 | 0.80 | 263% |
| Annual Report Gross Expense Ratio | 2.10 | 0.80 | 263% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 15.195 | 14.398 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 764M | 142B | 1% |
| Annual Yield % from dividends | 1.39 | 1.31 | 106% |
| Returns for 1 year | 14.07 | 12.34 | 114% |
| Returns for 3 years | 22.61 | 46.00 | 49% |
| Returns for 5 years | 16.26 | 31.00 | 52% |
| Returns for 10 years | 5.27 | 73.31 | 7% |
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