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JGQSX vs RWIEX
JGQSX vs RWIEX Comparison
Open Charts JGQSX vs RWIEX
Jensen Global Quality Growth J
Price$16.97
Change+$0.06 (+0.35%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$67.98
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
JGQSX vs RWIEX Comparison Chart
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JGQSX vs. RWIEX commentary
Nov 23, 2024
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: 126B vs. JGQSX (61.6M). RWIEX pays higher dividends than JGQSX: RWIEX (1.68) vs JGQSX (0.27). JGQSX was incepted earlier than RWIEX: JGQSX (5 years) vs RWIEX (22 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). RWIEX annual gain was more profitable for investors over the last year : 19.23 vs. JGQSX (13.65).
| JGQSX | RWIEX | JGQSX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 10.402 | 14.707 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.6M | 126B | 0% |
| Annual Yield % from dividends | 0.27 | 1.68 | 16% |
| Returns for 1 year | 13.65 | 19.23 | 71% |
| Returns for 3 years | 9.36 | 6.37 | 147% |
| Returns for 5 years | N/A | 41.27 | - |
| Returns for 10 years | N/A | 50.48 | - |
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