Interact to see
Advertisement
Advertisement
JGQSX vs RWIBX
JGQSX vs RWIBX Comparison
Open Charts JGQSX vs RWIBX
Jensen Global Quality Growth J
Price$17.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets67.72M
American Funds Capital World Gr&Inc R2
Price$70.70
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets136.03B
JGQSX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGQSX vs. RWIBX commentary
Aug 10, 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: 136B vs. JGQSX (67.7M). RWIBX pays higher dividends than JGQSX: RWIBX (0.82) vs JGQSX (0.04). 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). RWIBX annual gain was more profitable for investors over the last year : 13.43 vs. JGQSX (10.75). JGQSX return over 5 years is better than : 54.33 vs. RWIBX (42.99).
| 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 | 6.328 | 13.545 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.7M | 136B | 0% |
| Annual Yield % from dividends | 0.04 | 0.82 | 4% |
| Returns for 1 year | 10.75 | 13.43 | 80% |
| Returns for 3 years | 30.80 | 41.42 | 74% |
| Returns for 5 years | 54.33 | 42.99 | 126% |
| Returns for 10 years | N/A | 56.53 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement