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JTKAX vs RWICX
JTKAX vs RWICX Comparison
Open Charts JTKAX vs RWICX
JHancock Global Thematic Opps A
Price$10.50
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets77.53M
American Funds Capital World Gr&Inc R3
Price$62.99
Change-$0.18 (-0.28%)
VolumeN/A
Net Assets122.79B
JTKAX vs RWICX Comparison Chart
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JTKAX vs. RWICX 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 RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 123B vs. JTKAX (77.5M). RWICX pays higher dividends than JTKAX: RWICX (1.31) vs JTKAX (0.00). JTKAX was incepted earlier than RWICX: JTKAX (6 years) vs RWICX (23 years). JTKAX (1.36) is less costly to investors than RWICX (1.06). JTKAX is a more actively managed with annual turnover of: 42.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than JTKAX: RWICX (250) vs JTKAX (1000). RWICX annual gain was more profitable for investors over the last year : 1.23 vs. JTKAX (-24.05). RWICX return over 5 years is better than : 67.19 vs. JTKAX (10.45).
| JTKAX | RWICX | JTKAX / RWICX | |
| Total Expense Ratio | 1.20 | 1.06 | 113% |
| Annual Report Gross Expense Ratio | 1.36 | 1.06 | 128% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -0.095 | 0.198 | -48% |
| 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 | 1.31 | - |
| Returns for 1 year | -24.05 | 1.23 | -1,956% |
| Returns for 3 years | -8.01 | 18.81 | -43% |
| Returns for 5 years | 10.45 | 67.19 | 16% |
| Returns for 10 years | N/A | 42.69 | - |
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