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JGQSX vs RWIBX
JGQSX vs RWIBX Comparison
Open Charts JGQSX vs RWIBX
Jensen Global Quality Growth J
Price$17.43
Change-$0.24 (-1.36%)
VolumeN/A
Net Assets63.85M
American Funds Capital World Gr&Inc R2
Price$65.18
Change-$0.87 (-1.32%)
VolumeN/A
Net Assets128.43B
JGQSX vs RWIBX Comparison Chart
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JGQSX vs. RWIBX commentary
Feb 23, 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 JGQSX is a StrongBuy and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. JGQSX (63.8M). RWIBX pays higher dividends than JGQSX: RWIBX (1.05) vs JGQSX (0.27). JGQSX was incepted earlier than RWIBX: JGQSX (5 years) vs RWIBX (23 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. JGQSX (16.82). RWIBX has a lower initial minimum investment than JGQSX: RWIBX (250) vs JGQSX (2500). JGQSX annual gain was more profitable for investors over the last year : 7.93 vs. RWIBX (6.22).
| JGQSX | RWIBX | JGQSX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 3.075 | 4.205 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.8M | 128B | 0% |
| Annual Yield % from dividends | 0.27 | 1.05 | 26% |
| Returns for 1 year | 7.93 | 6.22 | 128% |
| Returns for 3 years | 22.20 | 14.72 | 151% |
| Returns for 5 years | N/A | 29.55 | - |
| Returns for 10 years | N/A | 40.94 | - |
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