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JFGIX vs RWIAX
JFGIX vs RWIAX Comparison
Open Charts JFGIX vs RWIAX
JHancock Fundamental Global Fran I
Price$10.44
Change-$0.15 (-1.42%)
VolumeN/A
Net Assets179.3M
American Funds Capital World Gr&Inc R1
Price$65.44
Change-$0.88 (-1.33%)
VolumeN/A
Net Assets128.43B
JFGIX vs RWIAX Comparison Chart
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JFGIX vs. RWIAX commentary
Feb 23, 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 JFGIX is a Hold and RWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 128B vs. JFGIX (179M). RWIAX pays higher dividends than JFGIX: RWIAX (1.04) vs JFGIX (0.45). JFGIX was incepted earlier than RWIAX: JFGIX (13 years) vs RWIAX (23 years). JFGIX is a more actively managed with annual turnover of: 31.00 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than JFGIX: RWIAX (250) vs JFGIX (250000). RWIAX annual gain was more profitable for investors over the last year : 6.22 vs. JFGIX (-8.81). RWIAX return over 5 years is better than : 29.65 vs. JFGIX (-9.63).
| JFGIX | RWIAX | JFGIX / 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 | 2.253 | 4.204 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 128B | 0% |
| Annual Yield % from dividends | 0.45 | 1.04 | 43% |
| Returns for 1 year | -8.81 | 6.22 | -142% |
| Returns for 3 years | -11.89 | 14.76 | -81% |
| Returns for 5 years | -9.63 | 29.65 | -32% |
| Returns for 10 years | -17.96 | 41.15 | -44% |