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JGQSX vs RPEBX
JGQSX vs RPEBX Comparison
Open Charts JGQSX vs RPEBX
Jensen Global Quality Growth J
Price$18.03
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets67.82M
American Funds New Perspective R2E
Price$69.46
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
JGQSX vs RPEBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. JGQSX (67.8M). 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 (11.76). 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 : 13.00 vs. JGQSX (7.23). JGQSX return over 5 years is better than : 54.11 vs. RPEBX (35.37).
| 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 | 6.623 | 15.057 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.8M | 159B | 0% |
| Annual Yield % from dividends | 0.04 | 0.12 | 29% |
| Returns for 1 year | 7.23 | 13.00 | 56% |
| Returns for 3 years | 27.29 | 32.98 | 83% |
| Returns for 5 years | 54.11 | 35.37 | 153% |
| Returns for 10 years | N/A | 80.78 | - |
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