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JFGAX vs RWIAX
JFGAX vs RWIAX Comparison
Open Charts JFGAX vs RWIAX
JHancock Fundamental Global Fran A
Price$10.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets111.12M
American Funds Capital World Gr&Inc R1
Price$60.95
Change-$2.20 (-3.48%)
VolumeN/A
Net Assets123.19B
JFGAX vs RWIAX Comparison Chart
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JFGAX vs. RWIAX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 123B vs. JFGAX (111M). RWIAX pays higher dividends than JFGAX: RWIAX (0.91) vs JFGAX (0.49). JFGAX was incepted earlier than RWIAX: JFGAX (13 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than JFGAX (1.34). RWIAX is a more actively managed with annual turnover of: 27.00 vs. JFGAX (17.00). 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 : -0.57 vs. JFGAX (-12.46). RWIAX return over 5 years is better than : 64.09 vs. JFGAX (13.95).
| JFGAX | RWIAX | JFGAX / RWIAX | |
| Total Expense Ratio | 1.33 | 1.51 | 88% |
| Annual Report Gross Expense Ratio | 1.34 | 1.51 | 89% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 0.100 | 0.678 | 15% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 123B | 0% |
| Annual Yield % from dividends | 0.49 | 0.91 | 54% |
| Returns for 1 year | -12.46 | -0.57 | 2,204% |
| Returns for 3 years | -16.76 | 9.58 | -175% |
| Returns for 5 years | 13.95 | 64.09 | 22% |
| Returns for 10 years | -21.36 | 37.47 | -57% |
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