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JGQSX vs RWIBX
JGQSX vs RWIBX Comparison
Open Charts JGQSX vs RWIBX
Jensen Global Quality Growth J
Price$18.26
Change-$0.01 (-0.05%)
VolumeN/A
Net AssetsN/A
American Funds Capital World Gr&Inc R2
Price$73.95
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
JGQSX vs RWIBX Comparison Chart in %
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JGQSX vs. RWIBX commentary
Sep 17, 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 pays higher dividends than JGQSX: RWIBX (0.80) 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 (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 : 12.76 vs. JGQSX (7.34). JGQSX return over 5 years is better than : 54.27 vs. RWIBX (47.55).
| 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 | 8.043 | 18.861 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 141B | - |
| Annual Yield % from dividends | 0.04 | 0.80 | 4% |
| Returns for 1 year | 7.34 | 12.76 | 58% |
| Returns for 3 years | 43.16 | 56.09 | 77% |
| Returns for 5 years | 54.27 | 47.55 | 114% |
| Returns for 10 years | N/A | 76.22 | - |
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