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JGQIX vs RWIEX
JGQIX vs RWIEX Comparison
Open Charts JGQIX vs RWIEX
Jensen Global Quality Growth I
Price$18.55
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets75.46M
American Funds Capital World Gr&Inc R4
Price$77.11
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
JGQIX vs RWIEX Comparison Chart in %
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JGQIX vs. RWIEX commentary
Dec 04, 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: 142B vs. JGQIX (75.5M). RWIEX pays higher dividends than JGQIX: RWIEX (1.34) vs JGQIX (0.12). 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 : 13.01 vs. JGQIX (7.11). JGQIX return over 5 years is better than : 47.06 vs. RWIEX (41.39).
| 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 | 9.835 | 23.017 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5M | 142B | 0% |
| Annual Yield % from dividends | 0.12 | 1.34 | 9% |
| Returns for 1 year | 7.11 | 13.01 | 55% |
| Returns for 3 years | 35.04 | 50.71 | 69% |
| Returns for 5 years | 47.06 | 41.39 | 114% |
| Returns for 10 years | N/A | 81.26 | - |
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