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JGQIX vs RWICX
JGQIX vs RWICX Comparison
Open Charts JGQIX vs RWICX
Jensen Global Quality Growth I
Price$17.78
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets65.76M
American Funds Capital World Gr&Inc R3
Price$68.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
JGQIX vs RWICX Comparison Chart
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JGQIX vs. RWICX 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 131B vs. JGQIX (65.8M). RWICX pays higher dividends than JGQIX: RWICX (1.26) vs JGQIX (0.26). 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 : 9.44 vs. RWICX (5.79). JGQIX return over 5 years is better than : 62.32 vs. RWICX (43.84).
| 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 | 5.268 | 8.501 | 62% |
| 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 | 1.26 | 20% |
| Returns for 1 year | 9.44 | 5.79 | 163% |
| Returns for 3 years | 31.51 | 28.56 | 110% |
| Returns for 5 years | 62.32 | 43.84 | 142% |
| Returns for 10 years | N/A | 50.62 | - |