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JGQSX vs RWIBX
JGQSX vs RWIBX Comparison
Open Charts JGQSX vs RWIBX
Jensen Global Quality Growth J
Price$18.73
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets78.14M
American Funds Capital World Gr&Inc R2
Price$70.71
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
JGQSX vs RWIBX Comparison Chart in %
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JGQSX vs. RWIBX commentary
Dec 28, 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: 142B vs. JGQSX (78.1M). RWIBX pays higher dividends than JGQSX: RWIBX (0.74) vs JGQSX (0.00). JGQSX was incepted earlier than RWIBX: JGQSX (6 years) vs RWIBX (24 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 : 11.60 vs. JGQSX (8.71). JGQSX return over 5 years is better than : 47.01 vs. RWIBX (27.22).
| 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 | 24 years | - |
| Gain YTD | 10.763 | 13.653 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.1M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | 0% |
| Returns for 1 year | 8.71 | 11.60 | 75% |
| Returns for 3 years | 42.22 | 42.89 | 98% |
| Returns for 5 years | 47.01 | 27.22 | 173% |
| Returns for 10 years | N/A | 68.03 | - |
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