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JFGAX vs RWIAX
JFGAX vs RWIAX Comparison
Open Charts JFGAX vs RWIAX
JHancock Fundamental Global Fran A
Price$12.34
Change+$0.09 (+0.73%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R1
Price$67.35
Change+$0.22 (+0.33%)
VolumeN/A
CapitalizationN/A
JFGAX vs RWIAX Comparison Chart
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JFGAX vs. RWIAX commentary
Nov 23, 2024
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 StrongBuy and RWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 126B vs. JFGAX (241M). RWIAX pays higher dividends than JFGAX: RWIAX (1.04) vs JFGAX (0.18). JFGAX was incepted earlier than RWIAX: JFGAX (12 years) vs RWIAX (22 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 : 17.94 vs. JFGAX (9.49). RWIAX return over 5 years is better than : 37.91 vs. JFGAX (2.30).
| JFGAX | RWIAX | JFGAX / RWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 11.465 | 13.574 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 126B | 0% |
| Annual Yield % from dividends | 0.18 | 1.04 | 17% |
| Returns for 1 year | 9.49 | 17.94 | 53% |
| Returns for 3 years | -15.93 | 4.53 | -352% |
| Returns for 5 years | 2.30 | 37.91 | 6% |
| Returns for 10 years | -6.12 | 46.30 | -13% |