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JGQYX vs RWIEX
JGQYX vs RWIEX Comparison
Open Charts JGQYX vs RWIEX
Jensen Global Quality Growth Y
Price$17.89
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets65.73M
American Funds Capital World Gr&Inc R4
Price$68.87
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
JGQYX vs RWIEX Comparison Chart
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JGQYX vs. RWIEX commentary
Jun 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 StrongBuy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 131B vs. JGQYX (65.7M). RWIEX pays higher dividends than JGQYX: RWIEX (1.53) vs JGQYX (0.28). 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 : 9.06 vs. RWIEX (6.35). JGQYX return over 5 years is better than : 62.43 vs. RWIEX (45.88).
| 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 | 5.217 | 9.038 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.7M | 131B | 0% |
| Annual Yield % from dividends | 0.28 | 1.53 | 18% |
| Returns for 1 year | 9.06 | 6.35 | 143% |
| Returns for 3 years | 30.52 | 29.04 | 105% |
| Returns for 5 years | 62.43 | 45.88 | 136% |
| Returns for 10 years | N/A | 53.09 | - |
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