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CWGFX vs JGQYX
CWGFX vs JGQYX Comparison
Open Charts CWGFX vs JGQYX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Jensen Global Quality Growth Y
Price$18.57
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets71.83M
CWGFX vs JGQYX Comparison Chart in %
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CWGFX vs. JGQYX commentary
Oct 20, 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: 141B vs. JGQYX (71.8M). CWGFX pays higher dividends than JGQYX: CWGFX (1.35) 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 : 10.73 vs. JGQYX (8.12). JGQYX return over 5 years is better than : 54.04 vs. CWGFX (50.48).
| 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 | 19.913 | 9.906 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 71.8M | 196,379% |
| Annual Yield % from dividends | 1.35 | 0.13 | 1,035% |
| Returns for 1 year | 10.73 | 8.12 | 132% |
| Returns for 3 years | 66.79 | 52.00 | 128% |
| Returns for 5 years | 50.48 | 54.04 | 93% |
| Returns for 10 years | 76.92 | N/A | - |
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