Ad is loading...
JGQIX vs RWIEX
JGQIX vs RWIEX Comparison
Open Charts JGQIX vs RWIEX
Jensen Global Quality Growth I
Price$17.44
Change-$0.25 (-1.41%)
VolumeN/A
Net Assets63.85M
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
JGQIX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JGQIX vs. RWIEX commentary
Feb 23, 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: 128B vs. JGQIX (63.8M). RWIEX pays higher dividends than JGQIX: RWIEX (1.68) vs JGQIX (0.48). JGQIX was incepted earlier than RWIEX: JGQIX (5 years) vs RWIEX (23 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 : 8.16 vs. RWIEX (7.09).
| JGQIX | RWIEX | JGQIX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 3.134 | 4.325 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.8M | 128B | 0% |
| Annual Yield % from dividends | 0.48 | 1.68 | 29% |
| Returns for 1 year | 8.16 | 7.09 | 115% |
| Returns for 3 years | 22.66 | 16.55 | 137% |
| Returns for 5 years | N/A | 32.66 | - |
| Returns for 10 years | N/A | 44.62 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...