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JFGAX vs RWIFX
JFGAX vs RWIFX Comparison
Open Charts JFGAX vs RWIFX
JHancock Fundamental Global Fran A
Price$12.41
Change-$0.12 (-0.96%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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JFGAX vs RWIFX Comparison Chart
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JFGAX vs. RWIFX commentary
Sep 21, 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. JFGAX (251M). RWIFX pays higher dividends than JFGAX: RWIFX (1.94) vs JFGAX (0.18). JFGAX was incepted earlier than RWIFX: JFGAX (12 years) vs RWIFX (22 years). JFGAX is a more actively managed with annual turnover of: 31.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than JFGAX: RWIFX (250) vs JFGAX (1000). RWIFX annual gain was more profitable for investors over the last year : 20.37 vs. JFGAX (13.27). RWIFX return over 5 years is better than : 44.74 vs. JFGAX (3.99).
| JFGAX | RWIFX | JFGAX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 12.739 | 12.691 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 128B | 0% |
| Annual Yield % from dividends | 0.18 | 1.94 | 9% |
| Returns for 1 year | 13.27 | 20.37 | 65% |
| Returns for 3 years | -11.71 | 6.65 | -176% |
| Returns for 5 years | 3.99 | 44.74 | 9% |
| Returns for 10 years | -4.69 | 49.84 | -9% |
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