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JGQIX vs RWIEX
JGQIX vs RWIEX Comparison
Open Charts JGQIX vs RWIEX
Jensen Global Quality Growth I
Price$17.20
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets63.03M
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
JGQIX vs RWIEX Comparison Chart
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JGQIX vs. RWIEX commentary
Jan 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: 127B vs. JGQIX (63M). 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 : 11.57 vs. RWIEX (10.94).
| 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 | 1.715 | 2.068 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63M | 127B | 0% |
| Annual Yield % from dividends | 0.48 | 1.68 | 29% |
| Returns for 1 year | 11.57 | 10.94 | 106% |
| Returns for 3 years | 13.54 | 8.62 | 157% |
| Returns for 5 years | N/A | 27.76 | - |
| Returns for 10 years | N/A | 47.94 | - |
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