Ad is loading...
JGQIX vs RWIBX
JGQIX vs RWIBX Comparison
Open Charts JGQIX vs RWIBX
Jensen Global Quality Growth I
Price$17.75
Change+$0.18 (+1.02%)
VolumeN/A
Net Assets64.63M
American Funds Capital World Gr&Inc R2
Price$65.25
Change+$0.54 (+0.83%)
VolumeN/A
Net Assets128.02B
JGQIX vs RWIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JGQIX vs. RWIBX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. JGQIX (64.6M). RWIBX pays higher dividends than JGQIX: RWIBX (1.05) vs JGQIX (0.48). JGQIX was incepted earlier than RWIBX: JGQIX (5 years) vs RWIBX (23 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). JGQIX annual gain was more profitable for investors over the last year : 12.58 vs. RWIBX (10.64).
| JGQIX | RWIBX | JGQIX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 3.903 | 4.317 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.6M | 128B | 0% |
| Annual Yield % from dividends | 0.48 | 1.05 | 46% |
| Returns for 1 year | 12.58 | 10.64 | 118% |
| Returns for 3 years | 17.44 | 11.52 | 151% |
| Returns for 5 years | N/A | 32.84 | - |
| Returns for 10 years | N/A | 46.18 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AFMFX | 57.64 | 0.38 | +0.66% |
| American Funds American Mutual F3 | |||
| NEIAX | 60.47 | 0.32 | +0.53% |
| Columbia Large Cap Index A | |||
| VGSAX | 33.98 | N/A | N/A |
| Virtus Duff & Phelps Glb Rl Estt Secs A | |||
| WFDSX | 32.22 | N/A | N/A |
| Allspring SMID Cap Growth Fund - Cl Inst | |||
| TSLAX | 4.85 | N/A | N/A |
| Transamerica Small Cap Value A | |||