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CWGFX vs JGQSX
CWGFX vs JGQSX Comparison
Open Charts CWGFX vs JGQSX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Jensen Global Quality Growth J
Price$18.54
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets71.83M
CWGFX vs JGQSX Comparison Chart in %
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CWGFX vs. JGQSX 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 CWGFX is a Hold and JGQSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. JGQSX (71.8M). CWGFX pays higher dividends than JGQSX: CWGFX (1.35) 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 : 10.73 vs. JGQSX (7.85). JGQSX (52.47) and CWGFX (50.48) have equivalent 5 years return.
| 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 | 19.913 | 9.639 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 71.8M | 196,379% |
| Annual Yield % from dividends | 1.35 | 0.00 | 39,115% |
| Returns for 1 year | 10.73 | 7.85 | 137% |
| Returns for 3 years | 66.79 | 50.92 | 131% |
| Returns for 5 years | 50.48 | 52.47 | 96% |
| Returns for 10 years | 76.92 | N/A | - |
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