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JGQYX vs RWIEX
JGQYX vs RWIEX Comparison
Open Charts JGQYX vs RWIEX
Jensen Global Quality Growth Y
Price$16.44
Change-$0.45 (-2.66%)
VolumeN/A
Net Assets61.78M
American Funds Capital World Gr&Inc R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
JGQYX vs RWIEX Comparison Chart
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JGQYX vs. RWIEX commentary
Apr 05, 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: 123B vs. JGQYX (61.8M). 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 : 5.94 vs. RWIEX (0.23).
| 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 | -0.106 | 0.869 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.8M | 123B | 0% |
| Annual Yield % from dividends | 0.29 | 1.63 | 18% |
| Returns for 1 year | 5.94 | 0.23 | 2,597% |
| Returns for 3 years | 14.99 | 11.51 | 130% |
| Returns for 5 years | N/A | 68.33 | - |
| Returns for 10 years | N/A | 41.09 | - |
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