Interact to see
Advertisement
Advertisement
JGQIX vs RPEBX
JGQIX vs RPEBX Comparison
Open Charts JGQIX vs RPEBX
Jensen Global Quality Growth I
Price$18.08
Change+$0.14 (+0.78%)
VolumeN/A
Net Assets68.03M
American Funds New Perspective R2E
Price$69.33
Change+$0.47 (+0.68%)
VolumeN/A
Net Assets159.21B
JGQIX vs RPEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. JGQIX (68M). JGQIX pays higher dividends than RPEBX: JGQIX (0.20) vs RPEBX (0.12). JGQIX was incepted earlier than RPEBX: JGQIX (5 years) vs RPEBX (11 years). JGQIX (1.29) is less costly to investors than RPEBX (1.21). RPEBX is a more actively managed with annual turnover of: 24.00 vs. JGQIX (22.56). RPEBX has a lower initial minimum investment than JGQIX: RPEBX (250) vs JGQIX (250000). RPEBX annual gain was more profitable for investors over the last year : 14.50 vs. JGQIX (8.55). JGQIX return over 5 years is better than : 54.27 vs. RPEBX (32.38).
| JGQIX | RPEBX | JGQIX / RPEBX | |
| Total Expense Ratio | 1.02 | 1.21 | 84% |
| Annual Report Gross Expense Ratio | 1.29 | 1.21 | 107% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 7.230 | 15.388 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68M | 159B | 0% |
| Annual Yield % from dividends | 0.20 | 0.12 | 170% |
| Returns for 1 year | 8.55 | 14.50 | 59% |
| Returns for 3 years | 41.63 | 47.01 | 89% |
| Returns for 5 years | 54.27 | 32.38 | 168% |
| Returns for 10 years | N/A | 91.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement