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CWGFX vs SPQAX
CWGFX vs SPQAX Comparison
Open Charts CWGFX vs SPQAX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
PGIM Jennison Global Equity Income A
Price$15.92
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets754.95M
CWGFX vs SPQAX Comparison Chart in %
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CWGFX vs. SPQAX 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 SPQAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. SPQAX (755M). SPQAX pays higher dividends than CWGFX: SPQAX (1.88) vs CWGFX (1.35). CWGFX was incepted earlier than SPQAX: CWGFX (25 years) vs SPQAX (22 years). SPQAX (1.21) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. SPQAX (6.00). CWGFX has a lower initial minimum investment than SPQAX: CWGFX (250) vs SPQAX (1000). SPQAX annual gain was more profitable for investors over the last year : 11.60 vs. CWGFX (10.73). CWGFX return over 5 years is better than : 50.48 vs. SPQAX (31.52).
| CWGFX | SPQAX | CWGFX / SPQAX | |
| Total Expense Ratio | 0.80 | 1.16 | 69% |
| Annual Report Gross Expense Ratio | 0.80 | 1.21 | 66% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 19.913 | 21.024 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 755M | 18,675% |
| Annual Yield % from dividends | 1.35 | 1.88 | 72% |
| Returns for 1 year | 10.73 | 11.60 | 93% |
| Returns for 3 years | 66.79 | 38.10 | 175% |
| Returns for 5 years | 50.48 | 31.52 | 160% |
| Returns for 10 years | 76.92 | 12.84 | 599% |
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