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JGQIX vs RWIFX
JGQIX vs RWIFX Comparison
Open Charts JGQIX vs RWIFX
Jensen Global Quality Growth I
Price$18.37
Change-$0.23 (-1.24%)
VolumeN/A
Net Assets72.15M
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
JGQIX vs RWIFX Comparison Chart in %
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JGQIX vs. RWIFX 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. JGQIX (72.2M). RWIFX pays higher dividends than JGQIX: RWIFX (1.60) vs JGQIX (0.11). JGQIX was incepted earlier than RWIFX: JGQIX (6 years) vs RWIFX (24 years). JGQIX (1.24) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (22.56). RWIFX has a lower initial minimum investment than JGQIX: RWIFX (250) vs JGQIX (250000). RWIFX annual gain was more profitable for investors over the last year : 13.84 vs. JGQIX (7.31). JGQIX (48.29) and RWIFX (46.85) have equivalent 5 years return.
| JGQIX | RWIFX | JGQIX / RWIFX | |
| Total Expense Ratio | 1.02 | 0.46 | 222% |
| Annual Report Gross Expense Ratio | 1.24 | 0.46 | 270% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 8.770 | 21.509 | 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 | 1.60 | 7% |
| Returns for 1 year | 7.31 | 13.84 | 53% |
| Returns for 3 years | 40.73 | 55.52 | 73% |
| Returns for 5 years | 48.29 | 46.85 | 103% |
| Returns for 10 years | N/A | 82.76 | - |
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