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JGQIX vs RWIEX
JGQIX vs RWIEX Comparison
Open Charts JGQIX vs RWIEX
Jensen Global Quality Growth I
Price$18.00
Change-$0.19 (-1.04%)
VolumeN/A
Net Assets70.57M
American Funds Capital World Gr&Inc R4
Price$74.50
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
JGQIX vs RWIEX Comparison Chart in %
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JGQIX vs. RWIEX commentary
Nov 20, 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 Hold and RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 140B vs. JGQIX (70.6M). RWIEX pays higher dividends than JGQIX: RWIEX (1.35) vs JGQIX (0.11). JGQIX was incepted earlier than RWIEX: JGQIX (6 years) vs RWIEX (23 years). JGQIX (1.24) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (22.56). RWIEX has a lower initial minimum investment than JGQIX: RWIEX (250) vs JGQIX (250000). RWIEX annual gain was more profitable for investors over the last year : 12.15 vs. JGQIX (7.96). JGQIX return over 5 years is better than : 47.42 vs. RWIEX (41.53).
| JGQIX | RWIEX | JGQIX / RWIEX | |
| Total Expense Ratio | 1.02 | 0.76 | 134% |
| Annual Report Gross Expense Ratio | 1.24 | 0.76 | 163% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 7.704 | 18.853 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6M | 140B | 0% |
| Annual Yield % from dividends | 0.11 | 1.35 | 9% |
| Returns for 1 year | 7.96 | 12.15 | 66% |
| Returns for 3 years | 37.88 | 50.64 | 75% |
| Returns for 5 years | 47.42 | 41.53 | 114% |
| Returns for 10 years | N/A | 73.90 | - |
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