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JGQYX vs RWIBX
JGQYX vs RWIBX Comparison
Open Charts JGQYX vs RWIBX
Jensen Global Quality Growth Y
Price$18.29
Change-$0.00 (-0.00%)
VolumeN/A
Net AssetsN/A
American Funds Capital World Gr&Inc R2
Price$73.95
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
JGQYX vs RWIBX Comparison Chart in %
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JGQYX vs. RWIBX commentary
Sep 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX pays higher dividends than JGQYX: RWIBX (0.80) 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 (22.56). RWIBX has a lower initial minimum investment than JGQYX: RWIBX (250) vs JGQYX (1000000). RWIBX annual gain was more profitable for investors over the last year : 12.76 vs. JGQYX (7.61). JGQYX return over 5 years is better than : 55.78 vs. RWIBX (47.55).
| 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 | 8.249 | 18.861 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 141B | - |
| Annual Yield % from dividends | 0.22 | 0.80 | 28% |
| Returns for 1 year | 7.61 | 12.76 | 60% |
| Returns for 3 years | 44.11 | 56.09 | 79% |
| Returns for 5 years | 55.78 | 47.55 | 117% |
| Returns for 10 years | N/A | 76.22 | - |
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