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JGQSX vs RWIBX
JGQSX vs RWIBX Comparison
Open Charts JGQSX vs RWIBX
Jensen Global Quality Growth J
Price$16.42
Change-$0.45 (-2.67%)
VolumeN/A
Net Assets61.78M
American Funds Capital World Gr&Inc R2
Price$60.70
Change-$2.20 (-3.50%)
VolumeN/A
Net Assets123.19B
JGQSX vs RWIBX Comparison Chart
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JGQSX vs. RWIBX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 123B vs. JGQSX (61.8M). RWIBX pays higher dividends than JGQSX: RWIBX (0.92) vs JGQSX (0.10). 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 : 5.61 vs. RWIBX (-0.58).
| 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 | -0.237 | 0.679 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.8M | 123B | 0% |
| Annual Yield % from dividends | 0.10 | 0.92 | 11% |
| Returns for 1 year | 5.61 | -0.58 | -965% |
| Returns for 3 years | 14.29 | 9.55 | 150% |
| Returns for 5 years | N/A | 64.01 | - |
| Returns for 10 years | N/A | 37.24 | - |
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