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JGQYX vs RWIFX
JGQYX vs RWIFX Comparison
Open Charts JGQYX vs RWIFX
Jensen Global Quality Growth Y
Price$17.99
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets67.68M
American Funds Capital World Gr&Inc R5
Price$71.58
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
JGQYX vs RWIFX Comparison Chart in %
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JGQYX vs. RWIFX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. JGQYX (67.7M). RWIFX pays higher dividends than JGQYX: RWIFX (1.72) vs JGQYX (0.22). 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). RWIFX annual gain was more profitable for investors over the last year : 16.76 vs. JGQYX (12.27). JGQYX return over 5 years is better than : 55.22 vs. RWIFX (47.88).
| 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 | 6.059 | 13.689 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.7M | 135B | 0% |
| Annual Yield % from dividends | 0.22 | 1.72 | 13% |
| Returns for 1 year | 12.27 | 16.76 | 73% |
| Returns for 3 years | 30.15 | 43.84 | 69% |
| Returns for 5 years | 55.22 | 47.88 | 115% |
| Returns for 10 years | N/A | 60.63 | - |
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