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AGOCX vs WGIFX
AGOCX vs WGIFX Comparison
Open Charts AGOCX vs WGIFX
PGIM Jennison Global Equity Income C
Price$12.76
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets735.86M
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
AGOCX vs WGIFX Comparison Chart in %
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AGOCX vs. WGIFX commentary
Sep 08, 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. AGOCX (736M). AGOCX pays higher dividends than WGIFX: AGOCX (1.75) vs WGIFX (1.64). AGOCX was incepted earlier than WGIFX: AGOCX (28 years) vs WGIFX (17 years). AGOCX (2.10) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. AGOCX (6.00). WGIFX has a lower initial minimum investment than AGOCX: WGIFX (250) vs AGOCX (1000). WGIFX annual gain was more profitable for investors over the last year : 13.44 vs. AGOCX (7.32). WGIFX return over 5 years is better than : 48.42 vs. AGOCX (18.49).
| AGOCX | WGIFX | AGOCX / WGIFX | |
| Total Expense Ratio | 2.10 | 0.52 | 404% |
| Annual Report Gross Expense Ratio | 2.10 | 0.52 | 404% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 15.470 | 16.367 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 138B | 1% |
| Annual Yield % from dividends | 1.75 | 1.64 | 107% |
| Returns for 1 year | 7.32 | 13.44 | 54% |
| Returns for 3 years | 19.85 | 55.06 | 36% |
| Returns for 5 years | 18.49 | 48.42 | 38% |
| Returns for 10 years | -4.55 | 77.16 | -6% |
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