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JGQIX vs RWIFX
JGQIX vs RWIFX Comparison
Open Charts JGQIX vs RWIFX
Jensen Global Quality Growth I
Price$18.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets69.2M
American Funds Capital World Gr&Inc R5
Price$75.18
Change+$0.30 (+0.40%)
VolumeN/A
Net Assets140.8B
JGQIX vs RWIFX Comparison Chart in %
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JGQIX vs. RWIFX commentary
Sep 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. JGQIX (69.2M). RWIFX pays higher dividends than JGQIX: RWIFX (1.69) vs JGQIX (0.20). 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 (22.56). RWIFX has a lower initial minimum investment than JGQIX: RWIFX (250) vs JGQIX (250000). RWIFX annual gain was more profitable for investors over the last year : 14.59 vs. JGQIX (8.49). JGQIX (57.30) and RWIFX (55.21) have equivalent 5 years return.
| 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 | 8.237 | 19.804 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.2M | 141B | 0% |
| Annual Yield % from dividends | 0.20 | 1.69 | 12% |
| Returns for 1 year | 8.49 | 14.59 | 58% |
| Returns for 3 years | 43.40 | 60.01 | 72% |
| Returns for 5 years | 57.30 | 55.21 | 104% |
| Returns for 10 years | N/A | 84.35 | - |
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