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JGQSX vs RWIEX
JGQSX vs RWIEX Comparison
Open Charts JGQSX vs RWIEX
Jensen Global Quality Growth J
Price$17.77
Change+$0.26 (+1.48%)
VolumeN/A
Net Assets64.22M
American Funds Capital World Gr&Inc R4
Price$69.54
Change+$0.98 (+1.43%)
VolumeN/A
Net Assets130.31B
JGQSX vs RWIEX Comparison Chart in %
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JGQSX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 130B vs. JGQSX (64.2M). RWIEX pays higher dividends than JGQSX: RWIEX (1.53) vs JGQSX (0.09). 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 (5.71) and JGQSX (5.45) have marching annual gain over last year. JGQSX return over 5 years is better than : 61.96 vs. RWIEX (49.92).
| 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 | 2.484 | 8.489 | 29% |
| 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 | 1.53 | 6% |
| Returns for 1 year | 5.45 | 5.71 | 95% |
| Returns for 3 years | 31.29 | 40.74 | 77% |
| Returns for 5 years | 61.96 | 49.92 | 124% |
| Returns for 10 years | N/A | 51.33 | - |
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