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JGQYX vs RWIFX
JGQYX vs RWIFX Comparison
Open Charts JGQYX vs RWIFX
Jensen Global Quality Growth Y
Price$18.29
Change-$0.00 (-0.00%)
VolumeN/A
Net AssetsN/A
American Funds Capital World Gr&Inc R5
Price$75.14
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets140.8B
JGQYX vs RWIFX Comparison Chart in %
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JGQYX vs. RWIFX commentary
Sep 17, 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 pays higher dividends than JGQYX: RWIFX (1.69) 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 (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 : 14.02 vs. JGQYX (7.61). JGQYX (55.78) and RWIFX (53.74) have equivalent 5 years return.
| 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 | 8.249 | 19.740 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 141B | - |
| Annual Yield % from dividends | 0.22 | 1.69 | 13% |
| Returns for 1 year | 7.61 | 14.02 | 54% |
| Returns for 3 years | 44.11 | 60.83 | 73% |
| Returns for 5 years | 55.78 | 53.74 | 104% |
| Returns for 10 years | N/A | 84.04 | - |
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