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JGQYX vs RWIFX
JGQYX vs RWIFX Comparison
Open Charts JGQYX vs RWIFX
Jensen Global Quality Growth Y
Price$16.92
Change+$0.09 (+0.53%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.99
Change+$0.28 (+0.41%)
VolumeN/A
CapitalizationN/A
JGQYX vs RWIFX Comparison Chart
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JGQYX vs. RWIFX commentary
Nov 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 126B vs. JGQYX (61.2M). 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 : 19.18 vs. JGQYX (13.51).
| 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 | 10.269 | 14.630 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.2M | 126B | 0% |
| Annual Yield % from dividends | 0.50 | 1.94 | 26% |
| Returns for 1 year | 13.51 | 19.18 | 70% |
| Returns for 3 years | 9.51 | 6.79 | 140% |
| Returns for 5 years | N/A | 41.97 | - |
| Returns for 10 years | N/A | 51.27 | - |