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JGQSX vs RWICX
JGQSX vs RWICX Comparison
Open Charts JGQSX vs RWICX
Jensen Global Quality Growth J
Price$17.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets67.72M
American Funds Capital World Gr&Inc R3
Price$71.27
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets136.03B
JGQSX vs RWICX Comparison Chart in %
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JGQSX vs. RWICX 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 RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 136B vs. JGQSX (67.7M). RWICX pays higher dividends than JGQSX: RWICX (1.21) vs JGQSX (0.04). JGQSX was incepted earlier than RWICX: JGQSX (5 years) vs RWICX (23 years). JGQSX (1.52) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. JGQSX (11.76). RWICX has a lower initial minimum investment than JGQSX: RWICX (250) vs JGQSX (2500). RWICX annual gain was more profitable for investors over the last year : 13.98 vs. JGQSX (10.75). JGQSX return over 5 years is better than : 54.33 vs. RWICX (45.41).
| JGQSX | RWICX | JGQSX / RWICX | |
| Total Expense Ratio | 1.25 | 1.06 | 118% |
| Annual Report Gross Expense Ratio | 1.52 | 1.06 | 143% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 6.328 | 13.864 | 46% |
| 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 | 1.21 | 3% |
| Returns for 1 year | 10.75 | 13.98 | 77% |
| Returns for 3 years | 30.80 | 43.12 | 71% |
| Returns for 5 years | 54.33 | 45.41 | 120% |
| Returns for 10 years | N/A | 59.36 | - |
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