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JFGAX vs RWIFX
JFGAX vs RWIFX Comparison
Open Charts JFGAX vs RWIFX
JHancock Fundamental Global Fran A
Price$10.27
Change-$0.15 (-1.44%)
VolumeN/A
Net Assets179.3M
American Funds Capital World Gr&Inc R5
Price$66.04
Change-$0.29 (-0.44%)
VolumeN/A
Net Assets128.43B
JFGAX vs RWIFX Comparison Chart
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JFGAX vs. RWIFX 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. JFGAX (179M). RWIFX pays higher dividends than JFGAX: RWIFX (1.94) vs JFGAX (0.18). JFGAX was incepted earlier than RWIFX: JFGAX (13 years) vs RWIFX (23 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 : 7.41 vs. JFGAX (-9.38). RWIFX return over 5 years is better than : 33.89 vs. JFGAX (-11.23).
| JFGAX | RWIFX | JFGAX / RWIFX | |
| 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 | 4.358 | 50% |
| 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 | 1.94 | 9% |
| Returns for 1 year | -9.38 | 7.41 | -127% |
| Returns for 3 years | -12.87 | 17.26 | -75% |
| Returns for 5 years | -11.23 | 33.89 | -33% |
| Returns for 10 years | -20.27 | 46.04 | -44% |