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JGQSX vs RWIBX
JGQSX vs RWIBX Comparison
Open Charts JGQSX vs RWIBX
Jensen Global Quality Growth J
Price$18.77
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets71.19M
American Funds Capital World Gr&Inc R2
Price$75.10
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
JGQSX vs RWIBX Comparison Chart in %
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JGQSX vs. RWIBX commentary
Oct 09, 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 Hold and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. JGQSX (71.2M). RWIBX pays higher dividends than JGQSX: RWIBX (0.76) vs JGQSX (0.00). JGQSX was incepted earlier than RWIBX: JGQSX (5 years) vs RWIBX (23 years). JGQSX (1.52) and RWIBX (1.51) have similar cost to investors . RWIBX is a more actively managed with annual turnover of: 27.00 vs. JGQSX (22.56). 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 : 11.86 vs. JGQSX (9.12). JGQSX return over 5 years is better than : 53.33 vs. RWIBX (47.46).
| JGQSX | RWIBX | JGQSX / RWIBX | |
| Total Expense Ratio | 1.25 | 1.51 | 83% |
| Annual Report Gross Expense Ratio | 1.52 | 1.51 | 101% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 10.349 | 20.709 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.76 | 0% |
| Returns for 1 year | 9.12 | 11.86 | 77% |
| Returns for 3 years | 55.17 | 66.67 | 83% |
| Returns for 5 years | 53.33 | 47.46 | 112% |
| Returns for 10 years | N/A | 74.27 | - |
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