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CWGFX vs JGQYX
CWGFX vs JGQYX Comparison
Open Charts CWGFX vs JGQYX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
Jensen Global Quality Growth Y
Price$18.19
Change-$0.46 (-2.47%)
VolumeN/A
Net Assets76.42M
CWGFX vs JGQYX Comparison Chart in %
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CWGFX vs. JGQYX 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 JGQYX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. JGQYX (76.4M). CWGFX pays higher dividends than JGQYX: CWGFX (1.41) vs JGQYX (0.13). CWGFX was incepted earlier than JGQYX: CWGFX (25 years) vs JGQYX (6 years). JGQYX (1.22) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (22.56). CWGFX has a lower initial minimum investment than JGQYX: CWGFX (250) vs JGQYX (1000000). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. JGQYX (3.62). JGQYX return over 5 years is better than : 39.88 vs. CWGFX (30.54).
| CWGFX | JGQYX | CWGFX / JGQYX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.22 | 66% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 4.924 | -2.309 | -213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 76.4M | 185,864% |
| Annual Yield % from dividends | 1.41 | 0.13 | 1,088% |
| Returns for 1 year | 16.18 | 3.62 | 448% |
| Returns for 3 years | 43.02 | 31.82 | 135% |
| Returns for 5 years | 30.54 | 39.88 | 77% |
| Returns for 10 years | 99.82 | N/A | - |
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