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JGQSX vs RPEBX
JGQSX vs RPEBX Comparison
Open Charts JGQSX vs RPEBX
Jensen Global Quality Growth J
Price$18.18
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets68.03M
American Funds New Perspective R2E
Price$69.98
Change+$0.65 (+0.94%)
VolumeN/A
Net Assets159.21B
JGQSX vs RPEBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. JGQSX (68M). RPEBX pays higher dividends than JGQSX: RPEBX (0.12) vs JGQSX (0.04). JGQSX was incepted earlier than RPEBX: JGQSX (5 years) vs RPEBX (11 years). JGQSX (1.52) is less costly to investors than RPEBX (1.21). RPEBX is a more actively managed with annual turnover of: 24.00 vs. JGQSX (22.56). RPEBX has a lower initial minimum investment than JGQSX: RPEBX (250) vs JGQSX (2500). RPEBX annual gain was more profitable for investors over the last year : 17.05 vs. JGQSX (10.02). JGQSX return over 5 years is better than : 52.55 vs. RPEBX (34.33).
| JGQSX | RPEBX | JGQSX / RPEBX | |
| Total Expense Ratio | 1.25 | 1.21 | 103% |
| Annual Report Gross Expense Ratio | 1.52 | 1.21 | 126% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 7.510 | 15.919 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68M | 159B | 0% |
| Annual Yield % from dividends | 0.04 | 0.12 | 30% |
| Returns for 1 year | 10.02 | 17.05 | 59% |
| Returns for 3 years | 36.60 | 41.14 | 89% |
| Returns for 5 years | 52.55 | 34.33 | 153% |
| Returns for 10 years | N/A | 91.91 | - |
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