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JGQSX vs RWIEX
JGQSX vs RWIEX Comparison
Open Charts JGQSX vs RWIEX
Jensen Global Quality Growth J
Price$15.53
Change-$0.89 (-5.42%)
VolumeN/A
Net Assets56.85M
American Funds Capital World Gr&Inc R4
Price$57.78
Change-$3.70 (-6.02%)
VolumeN/A
Net Assets111.7B
JGQSX vs RWIEX Comparison Chart
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JGQSX vs. RWIEX commentary
Apr 07, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 112B vs. JGQSX (56.9M). RWIEX pays higher dividends than JGQSX: RWIEX (1.63) vs JGQSX (0.10). 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). JGQSX annual gain was more profitable for investors over the last year : -1.61 vs. RWIEX (-8.08).
| 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 | -8.161 | -8.520 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.9M | 112B | 0% |
| Annual Yield % from dividends | 0.10 | 1.63 | 6% |
| Returns for 1 year | -1.61 | -8.08 | 20% |
| Returns for 3 years | 5.64 | 2.60 | 217% |
| Returns for 5 years | N/A | 52.66 | - |
| Returns for 10 years | N/A | 27.79 | - |
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