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CWGFX vs PJERX
CWGFX vs PJERX Comparison
Open Charts CWGFX vs PJERX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
PGIM Jennison Global Equity Income R
Price$15.92
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets754.95M
CWGFX vs PJERX Comparison Chart in %
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CWGFX vs. PJERX 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 PJERX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. PJERX (755M). PJERX pays higher dividends than CWGFX: PJERX (1.54) vs CWGFX (1.35). CWGFX was incepted earlier than PJERX: CWGFX (25 years) vs PJERX (15 years). PJERX (1.76) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. PJERX (6.00). PJERX has a lower initial minimum investment than CWGFX: PJERX (0) vs CWGFX (250). PJERX (11.10) and CWGFX (10.73) have marching annual gain over last year. CWGFX return over 5 years is better than : 50.48 vs. PJERX (29.78).
| CWGFX | PJERX | CWGFX / PJERX | |
| Total Expense Ratio | 0.80 | 1.51 | 53% |
| Annual Report Gross Expense Ratio | 0.80 | 1.76 | 45% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 19.913 | 20.647 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 755M | 18,675% |
| Annual Yield % from dividends | 1.35 | 1.54 | 87% |
| Returns for 1 year | 10.73 | 11.10 | 97% |
| Returns for 3 years | 66.79 | 36.79 | 182% |
| Returns for 5 years | 50.48 | 29.78 | 170% |
| Returns for 10 years | 76.92 | 10.48 | 734% |
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