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JGQIX vs RWIEX
JGQIX vs RWIEX Comparison
Open Charts JGQIX vs RWIEX
Jensen Global Quality Growth I
Price$16.14
Change-$0.27 (-1.65%)
VolumeN/A
Net Assets60.31M
American Funds Capital World Gr&Inc R4
Price$60.70
Change-$0.71 (-1.16%)
VolumeN/A
Net Assets118.57B
JGQIX vs RWIEX Comparison Chart
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JGQIX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 119B vs. JGQIX (60.3M). RWIEX pays higher dividends than JGQIX: RWIEX (1.63) vs JGQIX (0.27). 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 annual gain was more profitable for investors over the last year : 6.16 vs. RWIEX (-1.38). JGQIX return over 5 years is better than : 61.12 vs. RWIEX (43.38).
| 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 | -2.897 | -3.897 | 74% |
| 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 | 1.63 | 17% |
| Returns for 1 year | 6.16 | -1.38 | -447% |
| Returns for 3 years | 14.84 | 10.37 | 143% |
| Returns for 5 years | 61.12 | 43.38 | 141% |
| Returns for 10 years | N/A | 33.08 | - |
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