Interact to see
Advertisement
Advertisement
JGQIX vs RWIEX
JGQIX vs RWIEX Comparison
Open Charts JGQIX vs RWIEX
Jensen Global Quality Growth I
Price$18.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets69.2M
American Funds Capital World Gr&Inc R4
Price$74.94
Change+$0.30 (+0.40%)
VolumeN/A
Net Assets140.8B
JGQIX vs RWIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGQIX vs. RWIEX commentary
Sep 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. JGQIX (69.2M). RWIEX pays higher dividends than JGQIX: RWIEX (1.43) 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 (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 : 14.23 vs. JGQIX (8.49). JGQIX return over 5 years is better than : 57.30 vs. RWIEX (53.43).
| 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 | 8.237 | 19.555 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.2M | 141B | 0% |
| Annual Yield % from dividends | 0.20 | 1.43 | 14% |
| Returns for 1 year | 8.49 | 14.23 | 60% |
| Returns for 3 years | 43.40 | 58.67 | 74% |
| Returns for 5 years | 57.30 | 53.43 | 107% |
| Returns for 10 years | N/A | 82.11 | - |