Interact to see
Advertisement
Advertisement
CWGFX vs JGQYX
CWGFX vs JGQYX Comparison
Open Charts CWGFX vs JGQYX
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Jensen Global Quality Growth Y
Price$18.77
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets78.14M
CWGFX vs JGQYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. JGQYX commentary
Dec 28, 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 JGQYX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. JGQYX (78.1M). CWGFX pays higher dividends than JGQYX: CWGFX (1.31) 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 : 12.34 vs. JGQYX (8.96). JGQYX return over 5 years is better than : 48.50 vs. CWGFX (31.00).
| 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 | 14.398 | 11.090 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 78.1M | 181,818% |
| Annual Yield % from dividends | 1.31 | 0.13 | 1,009% |
| Returns for 1 year | 12.34 | 8.96 | 138% |
| Returns for 3 years | 46.00 | 43.32 | 106% |
| Returns for 5 years | 31.00 | 48.50 | 64% |
| Returns for 10 years | 73.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RGEF | 30.94 | 0.08 | +0.26% |
| Rockefeller Global Equity ETF | |||
| IOCT | 34.96 | 0.04 | +0.11% |
| Innovator Intl Dev Pwr Bffr ETF™ - Oct | |||
| RSP | 193.84 | 0.05 | +0.03% |
| Invesco S&P 500® Equal Weight ETF | |||
| GOVI | 27.63 | -0.03 | -0.11% |
| Invesco Equal Weight 0-30 Years Trs ETF | |||
| PYPY | 41.58 | -0.33 | -0.79% |
| YieldMax PYPL Option Income Strategy ETF | |||