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JGQIX vs RWICX
JGQIX vs RWICX Comparison
Open Charts JGQIX vs RWICX
Jensen Global Quality Growth I
Price$18.02
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets66.6M
American Funds Capital World Gr&Inc R3
Price$70.91
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets135.68B
JGQIX vs RWICX Comparison Chart in %
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JGQIX vs. RWICX commentary
Jul 15, 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 136B vs. JGQIX (66.6M). RWICX pays higher dividends than JGQIX: RWICX (1.21) vs JGQIX (0.20). JGQIX was incepted earlier than RWICX: JGQIX (5 years) vs RWICX (23 years). JGQIX (1.29) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (11.76). RWICX has a lower initial minimum investment than JGQIX: RWICX (250) vs JGQIX (250000). JGQIX annual gain was more profitable for investors over the last year : 7.56 vs. RWICX (6.90). JGQIX return over 5 years is better than : 59.55 vs. RWICX (46.76).
| JGQIX | RWICX | JGQIX / RWICX | |
| Total Expense Ratio | 1.02 | 1.06 | 96% |
| Annual Report Gross Expense Ratio | 1.29 | 1.06 | 122% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 6.638 | 13.289 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.6M | 136B | 0% |
| Annual Yield % from dividends | 0.20 | 1.21 | 17% |
| Returns for 1 year | 7.56 | 6.90 | 110% |
| Returns for 3 years | 39.77 | 51.01 | 78% |
| Returns for 5 years | 59.55 | 46.76 | 127% |
| Returns for 10 years | N/A | 56.07 | - |
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