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JGQYX vs RWIFX
JGQYX vs RWIFX Comparison
Open Charts JGQYX vs RWIFX
Jensen Global Quality Growth Y
Price$18.10
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets67.49M
American Funds Capital World Gr&Inc R5
Price$72.90
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets136.73B
JGQYX vs RWIFX Comparison Chart in %
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JGQYX vs. RWIFX commentary
Aug 28, 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: 137B vs. JGQYX (67.5M). 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 (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 : 9.92 vs. JGQYX (5.63). JGQYX return over 5 years is better than : 50.30 vs. RWIFX (45.13).
| 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 | 6.710 | 15.786 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.5M | 137B | 0% |
| Annual Yield % from dividends | 0.22 | 1.72 | 13% |
| Returns for 1 year | 5.63 | 9.92 | 57% |
| Returns for 3 years | 35.92 | 49.20 | 73% |
| Returns for 5 years | 50.30 | 45.13 | 111% |
| Returns for 10 years | N/A | 74.47 | - |
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