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JGQIX vs RWIFX
JGQIX vs RWIFX Comparison
Open Charts JGQIX vs RWIFX
Jensen Global Quality Growth I
Price$16.87
Change-$0.45 (-2.60%)
VolumeN/A
Net Assets63.37M
American Funds Capital World Gr&Inc R5
Price$63.70
Change-$1.81 (-2.76%)
VolumeN/A
Net Assets126.53B
JGQIX vs RWIFX Comparison Chart
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JGQIX vs. RWIFX commentary
Mar 11, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. JGQIX (63.4M). RWIFX pays higher dividends than JGQIX: RWIFX (1.86) vs JGQIX (0.39). JGQIX was incepted earlier than RWIFX: JGQIX (5 years) vs RWIFX (23 years). JGQIX (1.29) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (11.76). 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 : 7.55 vs. RWIFX (1.91).
| JGQIX | RWIFX | JGQIX / RWIFX | |
| Total Expense Ratio | 1.02 | 0.46 | 222% |
| Annual Report Gross Expense Ratio | 1.29 | 0.46 | 280% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 2.425 | 0.597 | 406% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.4M | 127B | 0% |
| Annual Yield % from dividends | 0.39 | 1.86 | 21% |
| Returns for 1 year | 7.55 | 1.91 | 396% |
| Returns for 3 years | 27.68 | 20.65 | 134% |
| Returns for 5 years | N/A | 54.44 | - |
| Returns for 10 years | N/A | 46.20 | - |
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