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JGQIX vs RPEBX
JGQIX vs RPEBX Comparison
Open Charts JGQIX vs RPEBX
Jensen Global Quality Growth I
Price$18.04
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets67.82M
American Funds New Perspective R2E
Price$69.46
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
JGQIX vs RPEBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. JGQIX (67.8M). 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 (11.76). 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 : 13.00 vs. JGQIX (7.42). JGQIX return over 5 years is better than : 55.49 vs. RPEBX (35.37).
| 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 | 6.816 | 15.057 | 45% |
| 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 | 0.12 | 167% |
| Returns for 1 year | 7.42 | 13.00 | 57% |
| Returns for 3 years | 27.92 | 32.98 | 85% |
| Returns for 5 years | 55.49 | 35.37 | 157% |
| Returns for 10 years | N/A | 80.78 | - |