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JGQYX vs RWIFX
JGQYX vs RWIFX Comparison
Open Charts JGQYX vs RWIFX
Jensen Global Quality Growth Y
Price$16.61
Change+$0.27 (+1.65%)
VolumeN/A
Net Assets60.17M
American Funds Capital World Gr&Inc R5
Price$63.14
Change+$0.99 (+1.59%)
VolumeN/A
Net Assets119.48B
JGQYX vs RWIFX Comparison Chart
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JGQYX vs. RWIFX commentary
Apr 25, 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: 119B vs. JGQYX (60.2M). 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 : 4.72 vs. RWIFX (1.75). JGQYX return over 5 years is better than : 61.95 vs. RWIFX (52.63).
| 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 | -3.359 | -0.287 | 1,170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2M | 119B | 0% |
| Annual Yield % from dividends | 0.29 | 1.93 | 15% |
| Returns for 1 year | 4.72 | 1.75 | 269% |
| Returns for 3 years | 16.34 | 19.37 | 84% |
| Returns for 5 years | 61.95 | 52.63 | 118% |
| Returns for 10 years | N/A | 37.29 | - |