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JGQSX vs RWICX
JGQSX vs RWICX Comparison
Open Charts JGQSX vs RWICX
Jensen Global Quality Growth J
Price$17.77
Change+$0.26 (+1.48%)
VolumeN/A
Net Assets64.22M
American Funds Capital World Gr&Inc R3
Price$69.16
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets130.31B
JGQSX vs RWICX Comparison Chart in %
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JGQSX vs. RWICX commentary
Jun 25, 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: 130B vs. JGQSX (64.2M). RWICX pays higher dividends than JGQSX: RWICX (1.26) vs JGQSX (0.09). 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 (5.45) and RWICX (5.36) have marching annual gain over last year. JGQSX return over 5 years is better than : 61.96 vs. RWICX (48.28).
| 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 | 2.484 | 8.336 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.2M | 130B | 0% |
| Annual Yield % from dividends | 0.09 | 1.26 | 7% |
| Returns for 1 year | 5.45 | 5.36 | 102% |
| Returns for 3 years | 31.29 | 39.63 | 79% |
| Returns for 5 years | 61.96 | 48.28 | 128% |
| Returns for 10 years | N/A | 49.56 | - |
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