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JGQIX vs RWIBX
JGQIX vs RWIBX Comparison
Open Charts JGQIX vs RWIBX
Jensen Global Quality Growth I
Price$17.78
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets65.76M
American Funds Capital World Gr&Inc R2
Price$67.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
JGQIX vs RWIBX Comparison Chart
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JGQIX vs. RWIBX commentary
Jun 06, 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: 131B vs. JGQIX (65.8M). RWIBX pays higher dividends than JGQIX: RWIBX (0.86) vs JGQIX (0.26). 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 : 9.44 vs. RWIBX (5.28). JGQIX return over 5 years is better than : 62.32 vs. RWIBX (41.61).
| 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 | 5.268 | 8.298 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.8M | 131B | 0% |
| Annual Yield % from dividends | 0.26 | 0.86 | 30% |
| Returns for 1 year | 9.44 | 5.28 | 179% |
| Returns for 3 years | 31.51 | 27.20 | 116% |
| Returns for 5 years | 62.32 | 41.61 | 150% |
| Returns for 10 years | N/A | 48.13 | - |
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