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JGQYX vs RWIBX
JGQYX vs RWIBX Comparison
Open Charts JGQYX vs RWIBX
Jensen Global Quality Growth Y
Price$18.87
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets71.54M
American Funds Capital World Gr&Inc R2
Price$74.93
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
JGQYX vs RWIBX Comparison Chart in %
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JGQYX vs. RWIBX commentary
Oct 07, 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 Hold and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. JGQYX (71.5M). RWIBX pays higher dividends than JGQYX: RWIBX (0.76) vs JGQYX (0.13). 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 : 11.35 vs. JGQYX (10.04). JGQYX return over 5 years is better than : 58.36 vs. RWIBX (49.07).
| 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 | 11.149 | 20.436 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.5M | 142B | 0% |
| Annual Yield % from dividends | 0.13 | 0.76 | 17% |
| Returns for 1 year | 10.04 | 11.35 | 89% |
| Returns for 3 years | 57.15 | 66.29 | 86% |
| Returns for 5 years | 58.36 | 49.07 | 119% |
| Returns for 10 years | N/A | 73.87 | - |
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