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JGQIX vs RNPHX
JGQIX vs RNPHX Comparison
Open Charts JGQIX vs RNPHX
Jensen Global Quality Growth I
Price$18.04
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets67.82M
American Funds New Perspective R5E
Price$70.98
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
JGQIX vs RNPHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 159B vs. JGQIX (67.8M). RNPHX pays higher dividends than JGQIX: RNPHX (0.66) vs JGQIX (0.20). JGQIX was incepted earlier than RNPHX: JGQIX (5 years) vs RNPHX (10 years). JGQIX (1.29) is less costly to investors than RNPHX (0.56). RNPHX is a more actively managed with annual turnover of: 24.00 vs. JGQIX (11.76). RNPHX has a lower initial minimum investment than JGQIX: RNPHX (250) vs JGQIX (250000). RNPHX annual gain was more profitable for investors over the last year : 13.83 vs. JGQIX (7.42). JGQIX return over 5 years is better than : 55.49 vs. RNPHX (38.98).
| JGQIX | RNPHX | JGQIX / RNPHX | |
| Total Expense Ratio | 1.02 | 0.56 | 182% |
| Annual Report Gross Expense Ratio | 1.29 | 0.56 | 230% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 6.816 | 15.527 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.8M | 159B | 0% |
| Annual Yield % from dividends | 0.20 | 0.66 | 31% |
| Returns for 1 year | 7.42 | 13.83 | 54% |
| Returns for 3 years | 27.92 | 34.98 | 80% |
| Returns for 5 years | 55.49 | 38.98 | 142% |
| Returns for 10 years | N/A | N/A | - |
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