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CWGCX vs JGQIX
CWGCX vs JGQIX Comparison
Open Charts CWGCX vs JGQIX
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
Jensen Global Quality Growth I
Price$18.37
Change-$0.23 (-1.24%)
VolumeN/A
Net Assets72.15M
CWGCX vs JGQIX Comparison Chart in %
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CWGCX vs. JGQIX commentary
Nov 14, 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 CWGCX is a StrongBuy and JGQIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. JGQIX (72.2M). CWGCX pays higher dividends than JGQIX: CWGCX (0.75) vs JGQIX (0.11). CWGCX was incepted earlier than JGQIX: CWGCX (25 years) vs JGQIX (6 years). CWGCX (1.49) is less costly to investors than JGQIX (1.24). CWGCX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (22.56). CWGCX has a lower initial minimum investment than JGQIX: CWGCX (250) vs JGQIX (250000). CWGCX annual gain was more profitable for investors over the last year : 12.61 vs. JGQIX (7.31). JGQIX return over 5 years is better than : 48.29 vs. CWGCX (41.08).
| CWGCX | JGQIX | CWGCX / JGQIX | |
| Total Expense Ratio | 1.49 | 1.02 | 146% |
| Annual Report Gross Expense Ratio | 1.49 | 1.24 | 120% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 20.452 | 8.770 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 72.2M | 199,446% |
| Annual Yield % from dividends | 0.75 | 0.11 | 653% |
| Returns for 1 year | 12.61 | 7.31 | 173% |
| Returns for 3 years | 51.03 | 40.73 | 125% |
| Returns for 5 years | 41.08 | 48.29 | 85% |
| Returns for 10 years | 75.46 | N/A | - |
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