Interact to see
Advertisement
Advertisement
CWGFX vs PJERX
CWGFX vs PJERX Comparison
Open Charts CWGFX vs PJERX
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
PGIM Jennison Global Equity Income R
Price$15.49
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets763.7M
CWGFX vs PJERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. PJERX 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 PJERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. PJERX (764M). PJERX pays higher dividends than CWGFX: PJERX (1.50) vs CWGFX (1.31). 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 annual gain was more profitable for investors over the last year : 16.35 vs. CWGFX (12.34). CWGFX return over 5 years is better than : 31.00 vs. PJERX (24.89).
| 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 | 14.398 | 17.388 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 764M | 18,586% |
| Annual Yield % from dividends | 1.31 | 1.50 | 88% |
| Returns for 1 year | 12.34 | 16.35 | 76% |
| Returns for 3 years | 46.00 | 28.72 | 160% |
| Returns for 5 years | 31.00 | 24.89 | 125% |
| Returns for 10 years | 73.31 | 19.69 | 372% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement