Interact to see
Advertisement
Advertisement
JGQYX vs RWIFX
JGQYX vs RWIFX Comparison
Open Charts JGQYX vs RWIFX
Jensen Global Quality Growth Y
Price$18.87
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets71.54M
American Funds Capital World Gr&Inc R5
Price$76.18
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
JGQYX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGQYX vs. RWIFX commentary
Oct 07, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. JGQYX (71.5M). RWIFX pays higher dividends than JGQYX: RWIFX (1.64) vs JGQYX (0.13). 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 (22.56). 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 : 12.61 vs. JGQYX (10.04). JGQYX return over 5 years is better than : 58.36 vs. RWIFX (55.33).
| 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 | 11.149 | 21.397 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.5M | 142B | 0% |
| Annual Yield % from dividends | 0.13 | 1.64 | 8% |
| Returns for 1 year | 10.04 | 12.61 | 80% |
| Returns for 3 years | 57.15 | 71.32 | 80% |
| Returns for 5 years | 58.36 | 55.33 | 105% |
| Returns for 10 years | N/A | 81.59 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement