Ad is loading...
JFGAX vs RWIAX
JFGAX vs RWIAX Comparison
Open Charts JFGAX vs RWIAX
JHancock Fundamental Global Fran A
Price$10.27
Change-$0.15 (-1.44%)
VolumeN/A
Net Assets179.3M
American Funds Capital World Gr&Inc R1
Price$65.14
Change-$0.30 (-0.46%)
VolumeN/A
Net Assets128.43B
JFGAX vs RWIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JFGAX vs. RWIAX commentary
Feb 25, 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 JFGAX is a Hold and RWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 128B vs. JFGAX (179M). RWIAX pays higher dividends than JFGAX: RWIAX (1.04) vs JFGAX (0.18). JFGAX was incepted earlier than RWIAX: JFGAX (13 years) vs RWIAX (23 years). JFGAX is a more actively managed with annual turnover of: 31.00 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than JFGAX: RWIAX (250) vs JFGAX (1000). RWIAX annual gain was more profitable for investors over the last year : 6.22 vs. JFGAX (-9.38). RWIAX return over 5 years is better than : 29.65 vs. JFGAX (-11.23).
| JFGAX | RWIAX | JFGAX / RWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 2.189 | 4.204 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 128B | 0% |
| Annual Yield % from dividends | 0.18 | 1.04 | 17% |
| Returns for 1 year | -9.38 | 6.22 | -151% |
| Returns for 3 years | -12.87 | 14.76 | -87% |
| Returns for 5 years | -11.23 | 29.65 | -38% |
| Returns for 10 years | -20.27 | 41.15 | -49% |