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JGQYX vs RWIBX
JGQYX vs RWIBX Comparison
Open Charts JGQYX vs RWIBX
Jensen Global Quality Growth Y
Price$16.61
Change+$0.27 (+1.65%)
VolumeN/A
Net Assets60.17M
American Funds Capital World Gr&Inc R2
Price$62.09
Change+$0.97 (+1.59%)
VolumeN/A
Net Assets119.48B
JGQYX vs RWIBX Comparison Chart
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JGQYX vs. RWIBX commentary
Apr 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 JGQYX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 119B vs. JGQYX (60.2M). 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 : 4.72 vs. RWIBX (0.61). JGQYX return over 5 years is better than : 61.95 vs. RWIBX (47.17).
| 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 | -3.359 | -0.617 | 544% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2M | 119B | 0% |
| Annual Yield % from dividends | 0.29 | 0.92 | 32% |
| Returns for 1 year | 4.72 | 0.61 | 770% |
| Returns for 3 years | 16.34 | 16.45 | 99% |
| Returns for 5 years | 61.95 | 47.17 | 131% |
| Returns for 10 years | N/A | 32.15 | - |
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