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JGQSX vs RWIEX
JGQSX vs RWIEX Comparison
Open Charts JGQSX vs RWIEX
Jensen Global Quality Growth J
Price$17.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets67.72M
American Funds Capital World Gr&Inc R4
Price$71.69
Change+$0.37 (+0.52%)
VolumeN/A
Net Assets136.03B
JGQSX vs RWIEX Comparison Chart in %
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JGQSX vs. RWIEX commentary
Aug 10, 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: 136B vs. JGQSX (67.7M). RWIEX pays higher dividends than JGQSX: RWIEX (1.46) vs JGQSX (0.04). JGQSX was incepted earlier than RWIEX: JGQSX (5 years) vs RWIEX (23 years). JGQSX (1.52) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. JGQSX (11.76). 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 : 14.36 vs. JGQSX (10.75). JGQSX return over 5 years is better than : 54.33 vs. RWIEX (47.04).
| JGQSX | RWIEX | JGQSX / RWIEX | |
| Total Expense Ratio | 1.25 | 0.76 | 164% |
| Annual Report Gross Expense Ratio | 1.52 | 0.76 | 200% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 6.328 | 14.074 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.7M | 136B | 0% |
| Annual Yield % from dividends | 0.04 | 1.46 | 2% |
| Returns for 1 year | 10.75 | 14.36 | 75% |
| Returns for 3 years | 30.80 | 44.25 | 70% |
| Returns for 5 years | 54.33 | 47.04 | 115% |
| Returns for 10 years | N/A | 61.25 | - |
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