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JGQYX vs RWIEX
JGQYX vs RWIEX Comparison
Open Charts JGQYX vs RWIEX
Jensen Global Quality Growth Y
Price$18.87
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets71.54M
American Funds Capital World Gr&Inc R4
Price$75.92
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
JGQYX vs RWIEX Comparison Chart in %
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JGQYX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. JGQYX (71.5M). RWIEX pays higher dividends than JGQYX: RWIEX (1.38) vs JGQYX (0.13). 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 : 12.24 vs. JGQYX (10.04). JGQYX return over 5 years is better than : 58.36 vs. RWIEX (53.54).
| 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 | 11.149 | 21.119 | 53% |
| 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 | 1.38 | 9% |
| Returns for 1 year | 10.04 | 12.24 | 82% |
| Returns for 3 years | 57.15 | 69.87 | 82% |
| Returns for 5 years | 58.36 | 53.54 | 109% |
| Returns for 10 years | N/A | 79.38 | - |
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