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CWGFX vs JGQSX
CWGFX vs JGQSX Comparison
Open Charts CWGFX vs JGQSX
American Funds Capital World Gr&Inc F1
Price$74.38
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
Jensen Global Quality Growth J
Price$18.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets74.79M
CWGFX vs JGQSX Comparison Chart in %
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CWGFX vs. JGQSX commentary
Feb 05, 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 CWGFX is a Buy and JGQSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. JGQSX (74.8M). CWGFX pays higher dividends than JGQSX: CWGFX (1.41) vs JGQSX (0.00). CWGFX was incepted earlier than JGQSX: CWGFX (25 years) vs JGQSX (6 years). JGQSX (1.47) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. JGQSX (22.56). CWGFX has a lower initial minimum investment than JGQSX: CWGFX (250) vs JGQSX (2500). CWGFX annual gain was more profitable for investors over the last year : 14.51 vs. JGQSX (2.66). JGQSX return over 5 years is better than : 38.26 vs. CWGFX (28.96).
| CWGFX | JGQSX | CWGFX / JGQSX | |
| Total Expense Ratio | 0.80 | 1.25 | 64% |
| Annual Report Gross Expense Ratio | 0.80 | 1.47 | 54% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 4.349 | -2.367 | -184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 74.8M | 189,840% |
| Annual Yield % from dividends | 1.41 | 0.00 | 41,093% |
| Returns for 1 year | 14.51 | 2.66 | 546% |
| Returns for 3 years | 42.23 | 30.90 | 137% |
| Returns for 5 years | 28.96 | 38.26 | 76% |
| Returns for 10 years | 98.72 | N/A | - |
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