JGQIX
Price
$17.75
Change
+$0.18 (+1.02%)
Updated
Jan 30 closing price
Net Assets
64.63M
RWIFX
Price
$66.36
Change
+$0.55 (+0.84%)
Updated
Jan 30 closing price
Net Assets
128.02B
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JGQIX vs RWIFX

Header iconJGQIX vs RWIFX Comparison
Open Charts JGQIX vs RWIFXBanner chart's image
Jensen Global Quality Growth I
Price$17.75
Change+$0.18 (+1.02%)
VolumeN/A
Net Assets64.63M
American Funds Capital World Gr&Inc R5
Price$66.36
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
JGQIX vs RWIFX Comparison Chart
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JGQIX vs. RWIFX commentary
Jan 31, 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 RWIFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. JGQIX (64.6M). RWIFX pays higher dividends than JGQIX: RWIFX (1.94) vs JGQIX (0.48). JGQIX was incepted earlier than RWIFX: JGQIX (5 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (16.82). RWIFX has a lower initial minimum investment than JGQIX: RWIFX (250) vs JGQIX (250000). JGQIX annual gain was more profitable for investors over the last year : 12.58 vs. RWIFX (11.89).
JGQIXRWIFXJGQIX / RWIFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence5 years23 years-
Gain YTD3.9034.40589%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets64.6M128B0%
Annual Yield % from dividends0.481.9425%
Returns for 1 year12.5811.89106%
Returns for 3 years17.4414.01124%
Returns for 5 yearsN/A37.26-
Returns for 10 yearsN/A51.50-
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