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CWGFX vs PJERX
CWGFX vs PJERX Comparison
Open Charts CWGFX vs PJERX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
PGIM Jennison Global Equity Income R
Price$16.34
Change+$0.52 (+3.29%)
VolumeN/A
Net Assets793.98M
CWGFX vs PJERX Comparison Chart in %
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CWGFX vs. PJERX commentary
Feb 04, 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 PJERX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. PJERX (794M). PJERX pays higher dividends than CWGFX: PJERX (1.60) vs CWGFX (1.41). CWGFX was incepted earlier than PJERX: CWGFX (25 years) vs PJERX (15 years). PJERX (1.72) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. PJERX (5.00). PJERX annual gain was more profitable for investors over the last year : 20.33 vs. CWGFX (16.18). CWGFX return over 5 years is better than : 30.54 vs. PJERX (27.54).
| CWGFX | PJERX | CWGFX / PJERX | |
| Total Expense Ratio | 0.80 | 1.47 | 54% |
| Annual Report Gross Expense Ratio | 0.80 | 1.72 | 47% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 4.924 | 6.311 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 794M | 17,884% |
| Annual Yield % from dividends | 1.41 | 1.60 | 89% |
| Returns for 1 year | 16.18 | 20.33 | 80% |
| Returns for 3 years | 43.02 | 32.24 | 133% |
| Returns for 5 years | 30.54 | 27.54 | 111% |
| Returns for 10 years | 99.82 | 38.79 | 257% |
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