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JGQIX vs RWIBX
JGQIX vs RWIBX Comparison
Open Charts JGQIX vs RWIBX
Jensen Global Quality Growth I
Price$16.14
Change-$0.27 (-1.65%)
VolumeN/A
Net Assets60.31M
American Funds Capital World Gr&Inc R2
Price$59.90
Change-$0.71 (-1.17%)
VolumeN/A
Net Assets118.57B
JGQIX vs RWIBX Comparison Chart
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JGQIX vs. RWIBX commentary
Apr 17, 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 StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 119B vs. JGQIX (60.3M). RWIBX pays higher dividends than JGQIX: RWIBX (0.92) vs JGQIX (0.27). JGQIX was incepted earlier than RWIBX: JGQIX (5 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than JGQIX (1.29). RWIBX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (11.76). RWIBX has a lower initial minimum investment than JGQIX: RWIBX (250) vs JGQIX (250000). JGQIX annual gain was more profitable for investors over the last year : 6.16 vs. RWIBX (-2.20). JGQIX return over 5 years is better than : 61.12 vs. RWIBX (39.67).
| JGQIX | RWIBX | JGQIX / RWIBX | |
| Total Expense Ratio | 1.02 | 1.51 | 68% |
| Annual Report Gross Expense Ratio | 1.29 | 1.51 | 85% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -2.897 | -4.123 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.3M | 119B | 0% |
| Annual Yield % from dividends | 0.27 | 0.92 | 30% |
| Returns for 1 year | 6.16 | -2.20 | -280% |
| Returns for 3 years | 14.84 | 8.41 | 177% |
| Returns for 5 years | 61.12 | 39.67 | 154% |
| Returns for 10 years | N/A | 29.43 | - |