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JGQYX vs RWIEX
JGQYX vs RWIEX Comparison
Open Charts JGQYX vs RWIEX
Jensen Global Quality Growth Y
Price$16.61
Change+$0.27 (+1.65%)
VolumeN/A
Net Assets60.17M
American Funds Capital World Gr&Inc R4
Price$62.93
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
JGQYX vs RWIEX Comparison Chart
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JGQYX vs. RWIEX commentary
Apr 25, 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: 119B vs. JGQYX (60.2M). RWIEX pays higher dividends than JGQYX: RWIEX (1.63) vs JGQYX (0.29). 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 annual gain was more profitable for investors over the last year : 4.72 vs. RWIEX (1.44). JGQYX return over 5 years is better than : 61.95 vs. RWIEX (51.08).
| 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 | -3.359 | -0.366 | 917% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2M | 119B | 0% |
| Annual Yield % from dividends | 0.29 | 1.63 | 18% |
| Returns for 1 year | 4.72 | 1.44 | 329% |
| Returns for 3 years | 16.34 | 18.55 | 88% |
| Returns for 5 years | 61.95 | 51.08 | 121% |
| Returns for 10 years | N/A | 35.88 | - |
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