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JGQSX vs RWICX
JGQSX vs RWICX Comparison
Open Charts JGQSX vs RWICX
Jensen Global Quality Growth J
Price$16.42
Change-$0.45 (-2.67%)
VolumeN/A
Net Assets61.78M
American Funds Capital World Gr&Inc R3
Price$61.15
Change-$2.21 (-3.49%)
VolumeN/A
Net Assets123.19B
JGQSX vs RWICX Comparison Chart
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JGQSX vs. RWICX 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 123B vs. JGQSX (61.8M). RWICX pays higher dividends than JGQSX: RWICX (1.35) vs JGQSX (0.10). 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). JGQSX annual gain was more profitable for investors over the last year : 5.61 vs. RWICX (-0.11).
| 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 | -0.237 | 0.786 | -30% |
| 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 | 1.35 | 7% |
| Returns for 1 year | 5.61 | -0.11 | -5,171% |
| Returns for 3 years | 14.29 | 10.72 | 133% |
| Returns for 5 years | N/A | 66.57 | - |
| Returns for 10 years | N/A | 39.55 | - |