Ad is loading...
JTKAX vs RWIHX
JTKAX vs RWIHX Comparison
Open Charts JTKAX vs RWIHX
JHancock Global Thematic Opps A
Price$10.50
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets77.53M
American Funds Capital World Gr&Inc R5E
Price$63.36
Change-$0.18 (-0.28%)
VolumeN/A
Net Assets122.79B
JTKAX vs RWIHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JTKAX vs. RWIHX 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 RWIHX is a Hold.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 123B vs. JTKAX (77.5M). RWIHX pays higher dividends than JTKAX: RWIHX (1.77) vs JTKAX (0.00). JTKAX was incepted earlier than RWIHX: JTKAX (6 years) vs RWIHX (9 years). JTKAX (1.36) is less costly to investors than RWIHX (0.56). JTKAX is a more actively managed with annual turnover of: 42.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than JTKAX: RWIHX (250) vs JTKAX (1000). RWIHX annual gain was more profitable for investors over the last year : 1.77 vs. JTKAX (-24.05). RWIHX return over 5 years is better than : 69.79 vs. JTKAX (10.45).
| JTKAX | RWIHX | JTKAX / RWIHX | |
| Total Expense Ratio | 1.20 | 0.56 | 214% |
| Annual Report Gross Expense Ratio | 1.36 | 0.56 | 243% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | -0.095 | 0.288 | -33% |
| 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 | 1.77 | - |
| Returns for 1 year | -24.05 | 1.77 | -1,356% |
| Returns for 3 years | -8.01 | 20.03 | -40% |
| Returns for 5 years | 10.45 | 69.79 | 15% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...