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JGQSX vs RWICX
JGQSX vs RWICX Comparison
Open Charts JGQSX vs RWICX
Jensen Global Quality Growth J
Price$16.60
Change+$0.28 (+1.72%)
VolumeN/A
Net Assets60.17M
American Funds Capital World Gr&Inc R3
Price$62.57
Change+$0.98 (+1.59%)
VolumeN/A
Net Assets119.48B
JGQSX vs RWICX Comparison Chart
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JGQSX vs. RWICX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 119B vs. JGQSX (60.2M). 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 : 4.45 vs. RWICX (1.10). JGQSX return over 5 years is better than : 60.35 vs. RWICX (49.51).
| 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 | -3.489 | -0.471 | 741% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2M | 119B | 0% |
| Annual Yield % from dividends | 0.10 | 1.35 | 7% |
| Returns for 1 year | 4.45 | 1.10 | 405% |
| Returns for 3 years | 15.63 | 17.70 | 88% |
| Returns for 5 years | 60.35 | 49.51 | 122% |
| Returns for 10 years | N/A | 34.36 | - |
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