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JTKAX vs RWBEX
JTKAX vs RWBEX Comparison
Open Charts JTKAX vs RWBEX
JHancock Global Thematic Opps A
Price$10.50
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets77.53M
American Funds Capital World Gr&Inc R2E
Price$63.25
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
JTKAX vs RWBEX Comparison Chart
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JTKAX vs. RWBEX commentary
Mar 12, 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 JTKAX is a Hold and RWBEX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 123B vs. JTKAX (77.5M). RWBEX pays higher dividends than JTKAX: RWBEX (1.15) vs JTKAX (0.00). JTKAX was incepted earlier than RWBEX: JTKAX (6 years) vs RWBEX (11 years). JTKAX (1.36) is less costly to investors than RWBEX (1.21). JTKAX is a more actively managed with annual turnover of: 42.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than JTKAX: RWBEX (250) vs JTKAX (1000). RWBEX annual gain was more profitable for investors over the last year : 1.10 vs. JTKAX (-24.05). RWBEX return over 5 years is better than : 66.51 vs. JTKAX (10.45).
| JTKAX | RWBEX | JTKAX / RWBEX | |
| Total Expense Ratio | 1.20 | 1.21 | 99% |
| Annual Report Gross Expense Ratio | 1.36 | 1.21 | 112% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | -0.095 | 0.158 | -60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.5M | 123B | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -24.05 | 1.10 | -2,183% |
| Returns for 3 years | -8.01 | 18.48 | -43% |
| Returns for 5 years | 10.45 | 66.51 | 16% |
| Returns for 10 years | N/A | 41.81 | - |