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AGOCX vs CWGFX
AGOCX vs CWGFX Comparison
Open Charts AGOCX vs CWGFX
PGIM Jennison Global Equity Income C
Price$13.25
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets756.8M
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
AGOCX vs CWGFX Comparison Chart in %
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AGOCX vs. CWGFX commentary
Oct 19, 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 Buy and CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. AGOCX (757M). AGOCX pays higher dividends than CWGFX: AGOCX (1.43) vs CWGFX (1.35). 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). CWGFX annual gain was more profitable for investors over the last year : 10.73 vs. AGOCX (9.74). CWGFX return over 5 years is better than : 50.48 vs. AGOCX (21.38).
| 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 | 20.089 | 19.913 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 141B | 1% |
| Annual Yield % from dividends | 1.43 | 1.35 | 106% |
| Returns for 1 year | 9.74 | 10.73 | 91% |
| Returns for 3 years | 30.92 | 66.79 | 46% |
| Returns for 5 years | 21.38 | 50.48 | 42% |
| Returns for 10 years | -2.10 | 76.92 | -3% |
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