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JGQSX vs RWIEX
JGQSX vs RWIEX Comparison
Open Charts JGQSX vs RWIEX
Jensen Global Quality Growth J
Price$17.56
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets63.82M
American Funds Capital World Gr&Inc R4
Price$65.84
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
JGQSX vs RWIEX Comparison Chart
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JGQSX vs. RWIEX commentary
Jan 23, 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 129B vs. JGQSX (63.8M). RWIEX pays higher dividends than JGQSX: RWIEX (1.68) vs JGQSX (0.27). JGQSX was incepted earlier than RWIEX: JGQSX (5 years) vs RWIEX (23 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. JGQSX (16.82). RWIEX has a lower initial minimum investment than JGQSX: RWIEX (250) vs JGQSX (2500). JGQSX annual gain was more profitable for investors over the last year : 12.70 vs. RWIEX (11.83).
| JGQSX | RWIEX | JGQSX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 3.844 | 3.931 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.8M | 129B | 0% |
| Annual Yield % from dividends | 0.27 | 1.68 | 16% |
| Returns for 1 year | 12.70 | 11.83 | 107% |
| Returns for 3 years | 18.09 | 13.81 | 131% |
| Returns for 5 years | N/A | 31.45 | - |
| Returns for 10 years | N/A | 48.26 | - |
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