Interact to see
Advertisement
Advertisement
JGQIX vs RWIEX
JGQIX vs RWIEX Comparison
Open Charts JGQIX vs RWIEX
Jensen Global Quality Growth I
Price$18.37
Change-$0.23 (-1.24%)
VolumeN/A
Net Assets72.15M
American Funds Capital World Gr&Inc R4
Price$75.96
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
JGQIX vs RWIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGQIX vs. RWIEX commentary
Nov 14, 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 JGQIX is a Hold and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 144B vs. JGQIX (72.2M). RWIEX pays higher dividends than JGQIX: RWIEX (1.35) vs JGQIX (0.11). JGQIX was incepted earlier than RWIEX: JGQIX (6 years) vs RWIEX (23 years). JGQIX (1.24) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (22.56). RWIEX has a lower initial minimum investment than JGQIX: RWIEX (250) vs JGQIX (250000). RWIEX annual gain was more profitable for investors over the last year : 13.46 vs. JGQIX (7.31). JGQIX return over 5 years is better than : 48.29 vs. RWIEX (45.13).
| JGQIX | RWIEX | JGQIX / RWIEX | |
| Total Expense Ratio | 1.02 | 0.76 | 134% |
| Annual Report Gross Expense Ratio | 1.24 | 0.76 | 163% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 8.770 | 21.183 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.2M | 144B | 0% |
| Annual Yield % from dividends | 0.11 | 1.35 | 9% |
| Returns for 1 year | 7.31 | 13.46 | 54% |
| Returns for 3 years | 40.73 | 54.19 | 75% |
| Returns for 5 years | 48.29 | 45.13 | 107% |
| Returns for 10 years | N/A | 80.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement