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JGQIX vs RWIBX
JGQIX vs RWIBX Comparison
Open Charts JGQIX vs RWIBX
Jensen Global Quality Growth I
Price$17.04
Change-$0.14 (-0.81%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$66.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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JGQIX vs RWIBX Comparison Chart
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JGQIX vs. RWIBX commentary
Sep 21, 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 JGQIX is a StrongBuy and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. JGQIX (60.5M). RWIBX pays higher dividends than JGQIX: RWIBX (1.05) vs JGQIX (0.48). JGQIX was incepted earlier than RWIBX: JGQIX (4 years) vs RWIBX (22 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (16.82). 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 : 19.09 vs. JGQIX (17.06).
| JGQIX | RWIBX | JGQIX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 22 years | - |
| Gain YTD | 9.923 | 11.847 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.5M | 128B | 0% |
| Annual Yield % from dividends | 0.48 | 1.05 | 46% |
| Returns for 1 year | 17.06 | 19.09 | 89% |
| Returns for 3 years | 15.35 | 4.35 | 353% |
| Returns for 5 years | N/A | 40.53 | - |
| Returns for 10 years | N/A | 44.70 | - |