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CWGFX vs JGQSX
CWGFX vs JGQSX Comparison
Open Charts CWGFX vs JGQSX
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Jensen Global Quality Growth J
Price$18.35
Change-$0.23 (-1.24%)
VolumeN/A
Net Assets72.15M
CWGFX vs JGQSX Comparison Chart in %
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CWGFX vs. JGQSX 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 CWGFX is a StrongBuy and JGQSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. JGQSX (72.2M). CWGFX pays higher dividends than JGQSX: CWGFX (1.32) 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 : 13.43 vs. JGQSX (7.06). JGQSX (47.07) and CWGFX (44.93) 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 | 21.141 | 8.516 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 72.2M | 199,446% |
| Annual Yield % from dividends | 1.32 | 0.00 | 38,601% |
| Returns for 1 year | 13.43 | 7.06 | 190% |
| Returns for 3 years | 54.01 | 39.86 | 135% |
| Returns for 5 years | 44.93 | 47.07 | 95% |
| Returns for 10 years | 80.29 | N/A | - |
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