Interact to see
Advertisement
Advertisement
JGQSX vs RWICX
JGQSX vs RWICX Comparison
Open Charts JGQSX vs RWICX
Jensen Global Quality Growth J
Price$18.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets74.79M
American Funds Capital World Gr&Inc R3
Price$73.89
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
JGQSX vs RWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGQSX vs. RWICX commentary
Feb 05, 2026
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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 142B vs. JGQSX (74.8M). RWICX pays higher dividends than JGQSX: RWICX (1.20) vs JGQSX (0.00). JGQSX was incepted earlier than RWICX: JGQSX (6 years) vs RWICX (24 years). JGQSX (1.47) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. JGQSX (22.56). RWICX has a lower initial minimum investment than JGQSX: RWICX (250) vs JGQSX (2500). RWICX annual gain was more profitable for investors over the last year : 14.17 vs. JGQSX (2.66). JGQSX return over 5 years is better than : 38.26 vs. RWICX (27.52).
| JGQSX | RWICX | JGQSX / RWICX | |
| Total Expense Ratio | 1.25 | 1.06 | 118% |
| Annual Report Gross Expense Ratio | 1.47 | 1.06 | 139% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -2.367 | 4.335 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 1.20 | 0% |
| Returns for 1 year | 2.66 | 14.17 | 19% |
| Returns for 3 years | 30.90 | 41.02 | 75% |
| Returns for 5 years | 38.26 | 27.52 | 139% |
| Returns for 10 years | N/A | 96.35 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement