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JGQYX vs RWIEX
JGQYX vs RWIEX Comparison
Open Charts JGQYX vs RWIEX
Jensen Global Quality Growth Y
Price$17.17
Change-$0.05 (-0.29%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$68.32
Change-$0.76 (-1.10%)
VolumeN/A
CapitalizationN/A
JGQYX vs RWIEX Comparison Chart
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JGQYX vs. RWIEX commentary
Nov 13, 2024
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: 129B vs. JGQYX (62.2M). RWIEX pays higher dividends than JGQYX: RWIEX (1.68) vs JGQYX (0.50). JGQYX was incepted earlier than RWIEX: JGQYX (5 years) vs RWIEX (22 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (16.82). 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 : 24.04 vs. JGQYX (19.17).
| JGQYX | RWIEX | JGQYX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 11.898 | 15.281 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2M | 129B | 0% |
| Annual Yield % from dividends | 0.50 | 1.68 | 30% |
| Returns for 1 year | 19.17 | 24.04 | 80% |
| Returns for 3 years | 11.41 | 5.20 | 219% |
| Returns for 5 years | N/A | 42.69 | - |
| Returns for 10 years | N/A | 53.42 | - |
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