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JGQIX vs RWICX
JGQIX vs RWICX Comparison
Open Charts JGQIX vs RWICX
Jensen Global Quality Growth I
Price$16.14
Change-$0.27 (-1.65%)
VolumeN/A
Net Assets60.31M
American Funds Capital World Gr&Inc R3
Price$60.36
Change-$0.71 (-1.16%)
VolumeN/A
Net Assets118.57B
JGQIX vs RWICX Comparison Chart
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JGQIX vs. RWICX commentary
Apr 17, 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: 119B vs. JGQIX (60.3M). RWICX pays higher dividends than JGQIX: RWICX (1.35) vs JGQIX (0.27). 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 : 6.16 vs. RWICX (-1.70). JGQIX return over 5 years is better than : 61.12 vs. RWICX (41.86).
| 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 | -2.897 | -3.986 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.3M | 119B | 0% |
| Annual Yield % from dividends | 0.27 | 1.35 | 20% |
| Returns for 1 year | 6.16 | -1.70 | -362% |
| Returns for 3 years | 14.84 | 9.57 | 155% |
| Returns for 5 years | 61.12 | 41.86 | 146% |
| Returns for 10 years | N/A | 31.64 | - |
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