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JGQSX vs RWIBX
JGQSX vs RWIBX Comparison
Open Charts JGQSX vs RWIBX
Jensen Global Quality Growth J
Price$18.54
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets71.83M
American Funds Capital World Gr&Inc R2
Price$74.19
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
JGQSX vs RWIBX Comparison Chart in %
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JGQSX vs. RWIBX 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 JGQSX is a Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 141B vs. JGQSX (71.8M). RWIBX pays higher dividends than JGQSX: RWIBX (0.76) vs JGQSX (0.00). JGQSX was incepted earlier than RWIBX: JGQSX (6 years) vs RWIBX (23 years). RWIBX (1.51) and JGQSX (1.47) have similar cost to investors . RWIBX is a more actively managed with annual turnover of: 27.00 vs. JGQSX (22.56). RWIBX has a lower initial minimum investment than JGQSX: RWIBX (250) vs JGQSX (2500). RWIBX annual gain was more profitable for investors over the last year : 9.87 vs. JGQSX (7.85). JGQSX return over 5 years is better than : 52.47 vs. RWIBX (46.31).
| JGQSX | RWIBX | JGQSX / RWIBX | |
| Total Expense Ratio | 1.25 | 1.51 | 83% |
| Annual Report Gross Expense Ratio | 1.47 | 1.51 | 97% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 9.639 | 19.247 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.8M | 141B | 0% |
| Annual Yield % from dividends | 0.00 | 0.76 | 0% |
| Returns for 1 year | 7.85 | 9.87 | 80% |
| Returns for 3 years | 50.92 | 63.42 | 80% |
| Returns for 5 years | 52.47 | 46.31 | 113% |
| Returns for 10 years | N/A | 71.70 | - |
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