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JGQIX vs RWIEX
JGQIX vs RWIEX Comparison
Open Charts JGQIX vs RWIEX
Jensen Global Quality Growth I
Price$17.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets67.71M
American Funds Capital World Gr&Inc R4
Price$71.69
Change+$0.37 (+0.52%)
VolumeN/A
Net Assets135.35B
JGQIX vs RWIEX Comparison Chart in %
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JGQIX vs. RWIEX commentary
Aug 09, 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: 135B vs. JGQIX (67.7M). RWIEX pays higher dividends than JGQIX: RWIEX (1.46) 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 (11.76). 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 : 14.36 vs. JGQIX (11.02). JGQIX return over 5 years is better than : 55.72 vs. RWIEX (47.04).
| 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 | 6.520 | 14.074 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.7M | 135B | 0% |
| Annual Yield % from dividends | 0.20 | 1.46 | 14% |
| Returns for 1 year | 11.02 | 14.36 | 77% |
| Returns for 3 years | 31.44 | 44.25 | 71% |
| Returns for 5 years | 55.72 | 47.04 | 118% |
| Returns for 10 years | N/A | 61.25 | - |
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