Interact to see
Advertisement
Advertisement
JGQIX vs RWIFX
JGQIX vs RWIFX Comparison
Open Charts JGQIX vs RWIFX
Jensen Global Quality Growth I
Price$18.56
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets71.83M
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
JGQIX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGQIX vs. RWIFX 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. JGQIX (71.8M). RWIFX pays higher dividends than JGQIX: RWIFX (1.64) vs JGQIX (0.12). JGQIX was incepted earlier than RWIFX: JGQIX (6 years) vs RWIFX (23 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 : 11.13 vs. JGQIX (8.10). JGQIX (53.85) and RWIFX (52.48) 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 | 23 years | - |
| Gain YTD | 9.895 | 20.250 | 49% |
| 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 | 1.64 | 7% |
| Returns for 1 year | 8.10 | 11.13 | 73% |
| Returns for 3 years | 51.84 | 68.41 | 76% |
| Returns for 5 years | 53.85 | 52.48 | 103% |
| Returns for 10 years | N/A | 79.35 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement