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JGQYX vs RWIEX
JGQYX vs RWIEX Comparison
Open Charts JGQYX vs RWIEX
Jensen Global Quality Growth Y
Price$18.01
Change-$0.19 (-1.04%)
VolumeN/A
Net Assets70.57M
American Funds Capital World Gr&Inc R4
Price$74.50
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
JGQYX vs RWIEX Comparison Chart in %
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JGQYX vs. RWIEX commentary
Nov 20, 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 Hold and RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 140B vs. JGQYX (70.6M). RWIEX pays higher dividends than JGQYX: RWIEX (1.35) vs JGQYX (0.13). JGQYX was incepted earlier than RWIEX: JGQYX (6 years) vs RWIEX (23 years). JGQYX (1.22) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (22.56). 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 : 12.15 vs. JGQYX (7.97). JGQYX return over 5 years is better than : 47.60 vs. RWIEX (41.53).
| JGQYX | RWIEX | JGQYX / RWIEX | |
| Total Expense Ratio | 1.00 | 0.76 | 132% |
| Annual Report Gross Expense Ratio | 1.22 | 0.76 | 161% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 7.716 | 18.853 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6M | 140B | 0% |
| Annual Yield % from dividends | 0.13 | 1.35 | 10% |
| Returns for 1 year | 7.97 | 12.15 | 66% |
| Returns for 3 years | 38.03 | 50.64 | 75% |
| Returns for 5 years | 47.60 | 41.53 | 115% |
| Returns for 10 years | N/A | 73.90 | - |
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