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AGOCX vs CWGFX
AGOCX vs CWGFX Comparison
Open Charts AGOCX vs CWGFX
PGIM Jennison Global Equity Income C
Price$13.40
Change+$0.23 (+1.75%)
VolumeN/A
Net Assets793.98M
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
AGOCX vs CWGFX Comparison Chart in %
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AGOCX vs. CWGFX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AGOCX (794M). AGOCX (1.48) and CWGFX (1.41) have matching dividends . AGOCX was incepted earlier than CWGFX: AGOCX (28 years) vs CWGFX (25 years). AGOCX (2.12) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AGOCX (5.00). 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 : 17.90 vs. CWGFX (16.18). CWGFX return over 5 years is better than : 30.54 vs. AGOCX (18.57).
| AGOCX | CWGFX | AGOCX / CWGFX | |
| Total Expense Ratio | 2.12 | 0.80 | 265% |
| Annual Report Gross Expense Ratio | 2.12 | 0.80 | 265% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 6.181 | 4.924 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 142B | 1% |
| Annual Yield % from dividends | 1.48 | 1.41 | 104% |
| Returns for 1 year | 17.90 | 16.18 | 111% |
| Returns for 3 years | 25.85 | 43.02 | 60% |
| Returns for 5 years | 18.57 | 30.54 | 61% |
| Returns for 10 years | 22.04 | 99.82 | 22% |
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