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JGQSX vs RWIBX
JGQSX vs RWIBX Comparison
Open Charts JGQSX vs RWIBX
Jensen Global Quality Growth J
Price$18.53
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets75.46M
American Funds Capital World Gr&Inc R2
Price$75.48
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets143.4B
JGQSX vs RWIBX Comparison Chart in %
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JGQSX vs. RWIBX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 143B vs. JGQSX (75.5M). 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 : 11.72 vs. JGQSX (6.35). JGQSX return over 5 years is better than : 46.59 vs. RWIBX (37.21).
| 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 | 8.930 | 21.191 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | 0% |
| Returns for 1 year | 6.35 | 11.72 | 54% |
| Returns for 3 years | 33.42 | 46.32 | 72% |
| Returns for 5 years | 46.59 | 37.21 | 125% |
| Returns for 10 years | N/A | 74.26 | - |
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