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JGQYX vs RWIBX
JGQYX vs RWIBX Comparison
Open Charts JGQYX vs RWIBX
Jensen Global Quality Growth Y
Price$16.44
Change-$0.45 (-2.66%)
VolumeN/A
Net Assets61.78M
American Funds Capital World Gr&Inc R2
Price$60.70
Change-$2.20 (-3.50%)
VolumeN/A
Net Assets123.19B
JGQYX vs RWIBX Comparison Chart
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JGQYX vs. RWIBX commentary
Apr 05, 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 JGQYX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 123B vs. JGQYX (61.8M). RWIBX pays higher dividends than JGQYX: RWIBX (0.92) vs JGQYX (0.29). JGQYX was incepted earlier than RWIBX: JGQYX (5 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than JGQYX (1.27). RWIBX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (11.76). RWIBX has a lower initial minimum investment than JGQYX: RWIBX (250) vs JGQYX (1000000). JGQYX annual gain was more profitable for investors over the last year : 5.94 vs. RWIBX (-0.58).
| JGQYX | RWIBX | JGQYX / RWIBX | |
| Total Expense Ratio | 1.00 | 1.51 | 66% |
| Annual Report Gross Expense Ratio | 1.27 | 1.51 | 84% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -0.106 | 0.679 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.8M | 123B | 0% |
| Annual Yield % from dividends | 0.29 | 0.92 | 32% |
| Returns for 1 year | 5.94 | -0.58 | -1,022% |
| Returns for 3 years | 14.99 | 9.55 | 157% |
| Returns for 5 years | N/A | 64.01 | - |
| Returns for 10 years | N/A | 37.24 | - |