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JGQYX vs RWIEX
JGQYX vs RWIEX Comparison
Open Charts JGQYX vs RWIEX
Jensen Global Quality Growth Y
Price$18.03
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets66.6M
American Funds Capital World Gr&Inc R4
Price$71.31
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets135.68B
JGQYX vs RWIEX Comparison Chart in %
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JGQYX vs. RWIEX commentary
Jul 15, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. JGQYX (66.6M). RWIEX pays higher dividends than JGQYX: RWIEX (1.46) 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 (11.76). RWIEX has a lower initial minimum investment than JGQYX: RWIEX (250) vs JGQYX (1000000). JGQYX (7.58) and RWIEX (7.24) have marching annual gain over last year. JGQYX return over 5 years is better than : 59.75 vs. RWIEX (48.38).
| 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 | 6.651 | 13.469 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.6M | 136B | 0% |
| Annual Yield % from dividends | 0.22 | 1.46 | 15% |
| Returns for 1 year | 7.58 | 7.24 | 105% |
| Returns for 3 years | 39.91 | 52.19 | 76% |
| Returns for 5 years | 59.75 | 48.38 | 123% |
| Returns for 10 years | N/A | 57.92 | - |
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