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JGQYX vs RWIEX
JGQYX vs RWIEX Comparison
Open Charts JGQYX vs RWIEX
Jensen Global Quality Growth Y
Price$18.29
Change-$0.00 (-0.00%)
VolumeN/A
Net AssetsN/A
American Funds Capital World Gr&Inc R4
Price$74.90
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
JGQYX vs RWIEX Comparison Chart in %
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JGQYX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX pays higher dividends than JGQYX: RWIEX (1.43) vs JGQYX (0.22). JGQYX was incepted earlier than RWIEX: JGQYX (5 years) vs RWIEX (23 years). JGQYX (1.27) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (22.56). RWIEX has a lower initial minimum investment than JGQYX: RWIEX (250) vs JGQYX (1000000). RWIEX annual gain was more profitable for investors over the last year : 13.68 vs. JGQYX (7.61). JGQYX return over 5 years is better than : 55.78 vs. RWIEX (51.97).
| JGQYX | RWIEX | JGQYX / RWIEX | |
| Total Expense Ratio | 1.00 | 0.76 | 132% |
| Annual Report Gross Expense Ratio | 1.27 | 0.76 | 167% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 8.249 | 19.492 | 42% |
| 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 | 1.43 | 16% |
| Returns for 1 year | 7.61 | 13.68 | 56% |
| Returns for 3 years | 44.11 | 59.48 | 74% |
| Returns for 5 years | 55.78 | 51.97 | 107% |
| Returns for 10 years | N/A | 81.81 | - |
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