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JGQSX vs RWIBX
JGQSX vs RWIBX Comparison
Open Charts JGQSX vs RWIBX
Jensen Global Quality Growth J
Price$17.77
Change+$0.26 (+1.48%)
VolumeN/A
Net Assets64.22M
American Funds Capital World Gr&Inc R2
Price$68.65
Change+$0.96 (+1.42%)
VolumeN/A
Net Assets130.31B
JGQSX vs RWIBX Comparison Chart in %
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JGQSX vs. RWIBX commentary
Jun 25, 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: 130B vs. JGQSX (64.2M). RWIBX pays higher dividends than JGQSX: RWIBX (0.86) vs JGQSX (0.09). 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 (11.76). 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 : 5.45 vs. RWIBX (4.84). JGQSX return over 5 years is better than : 61.96 vs. RWIBX (45.84).
| 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 | 2.484 | 8.101 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.2M | 130B | 0% |
| Annual Yield % from dividends | 0.09 | 0.86 | 11% |
| Returns for 1 year | 5.45 | 4.84 | 113% |
| Returns for 3 years | 31.29 | 37.97 | 82% |
| Returns for 5 years | 61.96 | 45.84 | 135% |
| Returns for 10 years | N/A | 46.92 | - |
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