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JGQIX vs RWIEX
JGQIX vs RWIEX Comparison
Open Charts JGQIX vs RWIEX
Jensen Global Quality Growth I
Price$18.18
Change-$0.46 (-2.47%)
VolumeN/A
Net Assets76.42M
American Funds Capital World Gr&Inc R4
Price$74.77
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
JGQIX vs RWIEX Comparison Chart in %
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JGQIX vs. RWIEX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. JGQIX (76.4M). RWIEX pays higher dividends than JGQIX: RWIEX (1.44) vs JGQIX (0.12). JGQIX was incepted earlier than RWIEX: JGQIX (6 years) vs RWIEX (24 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 : 16.23 vs. JGQIX (3.60). JGQIX return over 5 years is better than : 39.72 vs. RWIEX (30.74).
| 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 | 24 years | - |
| Gain YTD | -2.311 | 4.940 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.4M | 142B | 0% |
| Annual Yield % from dividends | 0.12 | 1.44 | 8% |
| Returns for 1 year | 3.60 | 16.23 | 22% |
| Returns for 3 years | 31.69 | 43.21 | 73% |
| Returns for 5 years | 39.72 | 30.74 | 129% |
| Returns for 10 years | N/A | 100.15 | - |
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