Ad is loading...
JTKAX vs RWBEX
JTKAX vs RWBEX Comparison
Open Charts JTKAX vs RWBEX
JHancock Global Thematic Opps A
Price$11.23
Change+$0.16 (+1.45%)
VolumeN/A
Net Assets114.77M
American Funds Capital World Gr&Inc R2E
Price$66.02
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
JTKAX vs RWBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JTKAX vs. RWBEX commentary
Feb 01, 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 StrongBuy and RWBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. JTKAX (115M). RWBEX pays higher dividends than JTKAX: RWBEX (1.28) vs JTKAX (0.40). JTKAX was incepted earlier than RWBEX: JTKAX (6 years) vs RWBEX (10 years). JTKAX is a more actively managed with annual turnover of: 71.00 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 : 11.03 vs. JTKAX (-14.65). RWBEX return over 5 years is better than : 34.21 vs. JTKAX (-8.19).
| JTKAX | RWBEX | JTKAX / RWBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 4.830 | 4.346 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 128B | 0% |
| Annual Yield % from dividends | 0.40 | 1.28 | 31% |
| Returns for 1 year | -14.65 | 11.03 | -133% |
| Returns for 3 years | -15.44 | 12.28 | -126% |
| Returns for 5 years | -8.19 | 34.21 | -24% |
| Returns for 10 years | N/A | 47.64 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...