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JGQIX vs RWIBX
JGQIX vs RWIBX Comparison
Open Charts JGQIX vs RWIBX
Jensen Global Quality Growth I
Price$16.87
Change-$0.45 (-2.60%)
VolumeN/A
Net Assets63.37M
American Funds Capital World Gr&Inc R2
Price$62.72
Change-$1.62 (-2.52%)
VolumeN/A
Net Assets126.53B
JGQIX vs RWIBX Comparison Chart
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JGQIX vs. RWIBX commentary
Mar 11, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 127B vs. JGQIX (63.4M). RWIBX pays higher dividends than JGQIX: RWIBX (0.90) vs JGQIX (0.39). 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 : 7.55 vs. RWIBX (0.77).
| 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 | 2.425 | 0.391 | 620% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.4M | 127B | 0% |
| Annual Yield % from dividends | 0.39 | 0.90 | 43% |
| Returns for 1 year | 7.55 | 0.77 | 982% |
| Returns for 3 years | 27.68 | 18.02 | 154% |
| Returns for 5 years | N/A | 49.45 | - |
| Returns for 10 years | N/A | 40.71 | - |
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