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JFGIX vs RWIAX
JFGIX vs RWIAX Comparison
Open Charts JFGIX vs RWIAX
JHancock Fundamental Global Fran I
Price$12.61
Change-$0.06 (-0.47%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R1
Price$64.70
Change-$4.55 (-6.57%)
VolumeN/A
CapitalizationN/A
JFGIX vs RWIAX Comparison Chart
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JFGIX vs. RWIAX commentary
Dec 19, 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 JFGIX is a StrongBuy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 130B vs. JFGIX (244M). RWIAX pays higher dividends than JFGIX: RWIAX (1.04) vs JFGIX (0.45). JFGIX was incepted earlier than RWIAX: JFGIX (12 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 : 11.38 vs. JFGIX (7.56). RWIAX return over 5 years is better than : 29.73 vs. JFGIX (8.67).
| JFGIX | RWIAX | JFGIX / RWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 13.297 | 9.824 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 130B | 0% |
| Annual Yield % from dividends | 0.45 | 1.04 | 43% |
| Returns for 1 year | 7.56 | 11.38 | 66% |
| Returns for 3 years | -4.08 | 8.46 | -48% |
| Returns for 5 years | 8.67 | 29.73 | 29% |
| Returns for 10 years | -0.95 | 44.48 | -2% |