Ad is loading...
JGQYX vs RWIBX
JGQYX vs RWIBX Comparison
Open Charts JGQYX vs RWIBX
Jensen Global Quality Growth Y
Price$17.17
Change-$0.05 (-0.29%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$67.44
Change-$0.75 (-1.10%)
VolumeN/A
CapitalizationN/A
JGQYX vs RWIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JGQYX vs. RWIBX commentary
Nov 13, 2024
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: 129B vs. JGQYX (62.2M). RWIBX pays higher dividends than JGQYX: RWIBX (1.05) vs JGQYX (0.50). JGQYX was incepted earlier than RWIBX: JGQYX (5 years) vs RWIBX (22 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (16.82). 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 : 23.10 vs. JGQYX (19.17).
| JGQYX | RWIBX | JGQYX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 11.898 | 14.530 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2M | 129B | 0% |
| Annual Yield % from dividends | 0.50 | 1.05 | 48% |
| Returns for 1 year | 19.17 | 23.10 | 83% |
| Returns for 3 years | 11.41 | 3.56 | 320% |
| Returns for 5 years | N/A | 39.69 | - |
| Returns for 10 years | N/A | 49.60 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PABGX | 197.12 | 0.81 | +0.41% |
| T. Rowe Price Blue Chip Growth Advisor | |||
| GREAX | 12.52 | N/A | N/A |
| Goldman Sachs Real Estate Securities A | |||
| HFDFX | 21.61 | -0.11 | -0.51% |
| Hartford Schroders US MidCap Opps F | |||
| BRSSX | 16.66 | -0.23 | -1.36% |
| MFS Blended Research Small Cap Eq R2 | |||
| DFSPX | 12.78 | -0.18 | -1.39% |
| DFA Intl Sustainability Core 1 | |||