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JGQSX vs RWIBX
JGQSX vs RWIBX Comparison
Open Charts JGQSX vs RWIBX
Jensen Global Quality Growth J
Price$16.97
Change+$0.06 (+0.35%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$67.10
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
JGQSX vs RWIBX Comparison Chart
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JGQSX vs. RWIBX commentary
Nov 23, 2024
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: 126B vs. JGQSX (61.6M). RWIBX pays higher dividends than JGQSX: RWIBX (1.05) vs JGQSX (0.27). JGQSX was incepted earlier than RWIBX: JGQSX (5 years) vs RWIBX (22 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). RWIBX annual gain was more profitable for investors over the last year : 17.92 vs. JGQSX (13.25).
| JGQSX | RWIBX | JGQSX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 10.011 | 13.562 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.6M | 126B | 0% |
| Annual Yield % from dividends | 0.27 | 1.05 | 26% |
| Returns for 1 year | 13.25 | 17.92 | 74% |
| Returns for 3 years | 9.05 | 4.49 | 201% |
| Returns for 5 years | N/A | 37.84 | - |
| Returns for 10 years | N/A | 46.11 | - |
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