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JGQSX vs RWIEX
JGQSX vs RWIEX Comparison
Open Charts JGQSX vs RWIEX
Jensen Global Quality Growth J
Price$18.77
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets71.19M
American Funds Capital World Gr&Inc R4
Price$76.10
Change+$0.48 (+0.63%)
VolumeN/A
Net Assets141.87B
JGQSX vs RWIEX Comparison Chart in %
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JGQSX vs. RWIEX commentary
Oct 09, 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 Hold and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. JGQSX (71.2M). RWIEX pays higher dividends than JGQSX: RWIEX (1.38) vs JGQSX (0.00). 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 (22.56). 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 : 12.77 vs. JGQSX (9.12). JGQSX (53.33) and RWIEX (51.89) have equivalent 5 years return.
| 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 | 10.349 | 21.406 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | 0% |
| Returns for 1 year | 9.12 | 12.77 | 71% |
| Returns for 3 years | 55.17 | 70.27 | 79% |
| Returns for 5 years | 53.33 | 51.89 | 103% |
| Returns for 10 years | N/A | 79.80 | - |
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