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JFGAX vs RWIFX
JFGAX vs RWIFX Comparison
Open Charts JFGAX vs RWIFX
JHancock Fundamental Global Fran A
Price$10.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets111.12M
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
JFGAX vs RWIFX Comparison Chart
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JFGAX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. JFGAX (111M). RWIFX pays higher dividends than JFGAX: RWIFX (1.93) vs JFGAX (0.49). JFGAX was incepted earlier than RWIFX: JFGAX (13 years) vs RWIFX (23 years). JFGAX (1.34) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. JFGAX (17.00). 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 : 0.55 vs. JFGAX (-12.46). RWIFX return over 5 years is better than : 70.05 vs. JFGAX (13.95).
| JFGAX | RWIFX | JFGAX / RWIFX | |
| Total Expense Ratio | 1.33 | 0.46 | 289% |
| Annual Report Gross Expense Ratio | 1.34 | 0.46 | 291% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 0.100 | 0.945 | 11% |
| 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 | 1.93 | 25% |
| Returns for 1 year | -12.46 | 0.55 | -2,275% |
| Returns for 3 years | -16.76 | 12.30 | -136% |
| Returns for 5 years | 13.95 | 70.05 | 20% |
| Returns for 10 years | -21.36 | 42.59 | -50% |
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