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JGQIX vs RWIBX
JGQIX vs RWIBX Comparison
Open Charts JGQIX vs RWIBX
Jensen Global Quality Growth I
Price$17.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets67.71M
American Funds Capital World Gr&Inc R2
Price$70.70
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets135.35B
JGQIX vs RWIBX Comparison Chart in %
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JGQIX vs. RWIBX commentary
Aug 09, 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: 135B vs. JGQIX (67.7M). RWIBX pays higher dividends than JGQIX: RWIBX (0.82) vs JGQIX (0.20). 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). RWIBX annual gain was more profitable for investors over the last year : 13.43 vs. JGQIX (11.02). JGQIX return over 5 years is better than : 55.72 vs. RWIBX (42.99).
| 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 | 6.520 | 13.545 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.7M | 135B | 0% |
| Annual Yield % from dividends | 0.20 | 0.82 | 25% |
| Returns for 1 year | 11.02 | 13.43 | 82% |
| Returns for 3 years | 31.44 | 41.42 | 76% |
| Returns for 5 years | 55.72 | 42.99 | 130% |
| Returns for 10 years | N/A | 56.53 | - |
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