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JGQIX vs RWIEX
JGQIX vs RWIEX Comparison
Open Charts JGQIX vs RWIEX
Jensen Global Quality Growth I
Price$18.56
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets71.83M
American Funds Capital World Gr&Inc R4
Price$75.20
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
JGQIX vs RWIEX Comparison Chart in %
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JGQIX vs. RWIEX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. JGQIX (71.8M). RWIEX pays higher dividends than JGQIX: RWIEX (1.38) 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 : 10.77 vs. JGQIX (8.10). JGQIX return over 5 years is better than : 53.85 vs. RWIEX (50.71).
| 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 | 9.895 | 19.970 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.8M | 141B | 0% |
| Annual Yield % from dividends | 0.12 | 1.38 | 8% |
| Returns for 1 year | 8.10 | 10.77 | 75% |
| Returns for 3 years | 51.84 | 66.98 | 77% |
| Returns for 5 years | 53.85 | 50.71 | 106% |
| Returns for 10 years | N/A | 77.20 | - |
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