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JGQYX vs RWIBX
JGQYX vs RWIBX Comparison
Open Charts JGQYX vs RWIBX
Jensen Global Quality Growth Y
Price$17.89
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets65.73M
American Funds Capital World Gr&Inc R2
Price$67.90
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
JGQYX vs RWIBX Comparison Chart
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JGQYX vs. RWIBX commentary
Jun 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 StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. JGQYX (65.7M). RWIBX pays higher dividends than JGQYX: RWIBX (0.86) vs JGQYX (0.28). 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 : 9.06 vs. RWIBX (5.49). JGQYX return over 5 years is better than : 62.43 vs. RWIBX (42.11).
| 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 | 5.217 | 8.682 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.7M | 131B | 0% |
| Annual Yield % from dividends | 0.28 | 0.86 | 32% |
| Returns for 1 year | 9.06 | 5.49 | 165% |
| Returns for 3 years | 30.52 | 26.76 | 114% |
| Returns for 5 years | 62.43 | 42.11 | 148% |
| Returns for 10 years | N/A | 48.90 | - |
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