Interact to see
Advertisement
Advertisement
JGQIX vs RWIEX
JGQIX vs RWIEX Comparison
Open Charts JGQIX vs RWIEX
Jensen Global Quality Growth I
Price$18.02
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets66.6M
American Funds Capital World Gr&Inc R4
Price$71.31
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets135.68B
JGQIX vs RWIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGQIX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. JGQIX (66.6M). RWIEX pays higher dividends than JGQIX: RWIEX (1.46) vs JGQIX (0.20). JGQIX was incepted earlier than RWIEX: JGQIX (5 years) vs RWIEX (23 years). JGQIX (1.29) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (11.76). RWIEX has a lower initial minimum investment than JGQIX: RWIEX (250) vs JGQIX (250000). JGQIX (7.56) and RWIEX (7.24) have marching annual gain over last year. JGQIX return over 5 years is better than : 59.55 vs. RWIEX (48.38).
| JGQIX | RWIEX | JGQIX / RWIEX | |
| Total Expense Ratio | 1.02 | 0.76 | 134% |
| Annual Report Gross Expense Ratio | 1.29 | 0.76 | 170% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 6.638 | 13.469 | 49% |
| 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 | 1.46 | 14% |
| Returns for 1 year | 7.56 | 7.24 | 104% |
| Returns for 3 years | 39.77 | 52.19 | 76% |
| Returns for 5 years | 59.55 | 48.38 | 123% |
| Returns for 10 years | N/A | 57.92 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement