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JGQIX vs RWIEX
JGQIX vs RWIEX Comparison
Open Charts JGQIX vs RWIEX
Jensen Global Quality Growth I
Price$16.92
Change-$0.45 (-2.59%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$63.45
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
JGQIX vs RWIEX Comparison Chart
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JGQIX vs. RWIEX commentary
Dec 19, 2024
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: 121B vs. JGQIX (63.5M). RWIEX pays higher dividends than JGQIX: RWIEX (1.68) vs JGQIX (0.48). JGQIX was incepted earlier than RWIEX: JGQIX (5 years) vs RWIEX (22 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (16.82). RWIEX has a lower initial minimum investment than JGQIX: RWIEX (250) vs JGQIX (250000). JGQIX annual gain was more profitable for investors over the last year : 13.99 vs. RWIEX (12.05).
| JGQIX | RWIEX | JGQIX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 13.181 | 10.464 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.5M | 121B | 0% |
| Annual Yield % from dividends | 0.48 | 1.68 | 29% |
| Returns for 1 year | 13.99 | 12.05 | 116% |
| Returns for 3 years | 12.96 | 9.96 | 130% |
| Returns for 5 years | N/A | 32.50 | - |
| Returns for 10 years | N/A | 47.77 | - |
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