Ad is loading...
JGQYX vs RWIFX
JGQYX vs RWIFX Comparison
Open Charts JGQYX vs RWIFX
Jensen Global Quality Growth Y
Price$17.17
Change-$0.05 (-0.29%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$68.56
Change-$0.76 (-1.10%)
VolumeN/A
CapitalizationN/A
JGQYX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JGQYX vs. RWIFX commentary
Nov 13, 2024
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: 129B vs. JGQYX (62.2M). RWIFX pays higher dividends than JGQYX: RWIFX (1.94) vs JGQYX (0.50). JGQYX was incepted earlier than RWIFX: JGQYX (5 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (16.82). RWIFX has a lower initial minimum investment than JGQYX: RWIFX (250) vs JGQYX (1000000). RWIFX annual gain was more profitable for investors over the last year : 24.44 vs. JGQYX (19.17).
| JGQYX | RWIFX | JGQYX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 11.898 | 15.591 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2M | 129B | 0% |
| Annual Yield % from dividends | 0.50 | 1.94 | 26% |
| Returns for 1 year | 19.17 | 24.44 | 78% |
| Returns for 3 years | 11.41 | 5.86 | 195% |
| Returns for 5 years | N/A | 43.90 | - |
| Returns for 10 years | N/A | 54.90 | - |