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JGQYX vs RWIBX
JGQYX vs RWIBX Comparison
Open Charts JGQYX vs RWIBX
Jensen Global Quality Growth Y
Price$18.03
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets66.6M
American Funds Capital World Gr&Inc R2
Price$70.37
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets135.68B
JGQYX vs RWIBX Comparison Chart in %
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JGQYX vs. RWIBX commentary
Jul 15, 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: 136B vs. JGQYX (66.6M). RWIBX pays higher dividends than JGQYX: RWIBX (0.82) vs JGQYX (0.22). 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 : 7.58 vs. RWIBX (6.37). JGQYX return over 5 years is better than : 59.75 vs. RWIBX (44.35).
| 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 | 6.651 | 13.015 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.6M | 136B | 0% |
| Annual Yield % from dividends | 0.22 | 0.82 | 27% |
| Returns for 1 year | 7.58 | 6.37 | 119% |
| Returns for 3 years | 39.91 | 49.21 | 81% |
| Returns for 5 years | 59.75 | 44.35 | 135% |
| Returns for 10 years | N/A | 53.31 | - |