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JGQIX vs RWIBX
JGQIX vs RWIBX Comparison
Open Charts JGQIX vs RWIBX
Jensen Global Quality Growth I
Price$18.56
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets71.37M
American Funds Capital World Gr&Inc R2
Price$74.19
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
JGQIX vs RWIBX Comparison Chart in %
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JGQIX vs. RWIBX commentary
Oct 18, 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 JGQIX is a Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 141B vs. JGQIX (71.4M). RWIBX pays higher dividends than JGQIX: RWIBX (0.76) vs JGQIX (0.12). JGQIX was incepted earlier than RWIBX: JGQIX (6 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than JGQIX (1.24). RWIBX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (22.56). RWIBX has a lower initial minimum investment than JGQIX: RWIBX (250) vs JGQIX (250000). RWIBX annual gain was more profitable for investors over the last year : 10.01 vs. JGQIX (7.41). JGQIX return over 5 years is better than : 52.86 vs. RWIBX (46.49).
| JGQIX | RWIBX | JGQIX / RWIBX | |
| Total Expense Ratio | 1.02 | 1.51 | 68% |
| Annual Report Gross Expense Ratio | 1.24 | 1.51 | 82% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 9.184 | 19.391 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.4M | 141B | 0% |
| Annual Yield % from dividends | 0.12 | 0.76 | 15% |
| Returns for 1 year | 7.41 | 10.01 | 74% |
| Returns for 3 years | 50.86 | 63.61 | 80% |
| Returns for 5 years | 52.86 | 46.49 | 114% |
| Returns for 10 years | N/A | 71.90 | - |
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