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JFGAX vs RWIAX
JFGAX vs RWIAX Comparison
Open Charts JFGAX vs RWIAX
JHancock Fundamental Global Fran A
Price$10.15
Change+$0.07 (+0.69%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R1
Price$63.95
Change+$0.43 (+0.68%)
VolumeN/A
CapitalizationN/A
JFGAX vs RWIAX Comparison Chart
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JFGAX vs. RWIAX commentary
Dec 26, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 127B vs. JFGAX (239M). 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 : 9.36 vs. JFGAX (-6.92). RWIAX return over 5 years is better than : 27.21 vs. JFGAX (-12.94).
| 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 | -7.179 | 8.550 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 127B | 0% |
| Annual Yield % from dividends | 0.18 | 1.04 | 17% |
| Returns for 1 year | -6.92 | 9.36 | -74% |
| Returns for 3 years | -22.63 | 4.69 | -482% |
| Returns for 5 years | -12.94 | 27.21 | -48% |
| Returns for 10 years | -17.29 | 42.28 | -41% |