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JGQIX vs RWIEX
JGQIX vs RWIEX Comparison
Open Charts JGQIX vs RWIEX
Jensen Global Quality Growth I
Price$17.78
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets65.76M
American Funds Capital World Gr&Inc R4
Price$68.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
JGQIX vs RWIEX Comparison Chart
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JGQIX vs. RWIEX commentary
Jun 06, 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: 131B vs. JGQIX (65.8M). RWIEX pays higher dividends than JGQIX: RWIEX (1.53) vs JGQIX (0.26). 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 : 9.44 vs. RWIEX (6.13). JGQIX return over 5 years is better than : 62.32 vs. RWIEX (45.35).
| 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 | 5.268 | 8.642 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.8M | 131B | 0% |
| Annual Yield % from dividends | 0.26 | 1.53 | 17% |
| Returns for 1 year | 9.44 | 6.13 | 154% |
| Returns for 3 years | 31.51 | 29.48 | 107% |
| Returns for 5 years | 62.32 | 45.35 | 137% |
| Returns for 10 years | N/A | 52.30 | - |
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