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JGQYX vs RWIFX
JGQYX vs RWIFX Comparison
Open Charts JGQYX vs RWIFX
Jensen Global Quality Growth Y
Price$16.44
Change-$0.45 (-2.66%)
VolumeN/A
Net Assets61.78M
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
JGQYX vs RWIFX Comparison Chart
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JGQYX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. JGQYX (61.8M). RWIFX pays higher dividends than JGQYX: RWIFX (1.93) vs JGQYX (0.29). JGQYX was incepted earlier than RWIFX: JGQYX (5 years) vs RWIFX (23 years). JGQYX (1.27) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (11.76). RWIFX has a lower initial minimum investment than JGQYX: RWIFX (250) vs JGQYX (1000000). JGQYX annual gain was more profitable for investors over the last year : 5.94 vs. RWIFX (0.55).
| JGQYX | RWIFX | JGQYX / RWIFX | |
| Total Expense Ratio | 1.00 | 0.46 | 217% |
| Annual Report Gross Expense Ratio | 1.27 | 0.46 | 276% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -0.106 | 0.945 | -11% |
| 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 | 1.93 | 15% |
| Returns for 1 year | 5.94 | 0.55 | 1,084% |
| Returns for 3 years | 14.99 | 12.30 | 122% |
| Returns for 5 years | N/A | 70.05 | - |
| Returns for 10 years | N/A | 42.59 | - |
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