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JGQSX vs RWIEX
JGQSX vs RWIEX Comparison
Open Charts JGQSX vs RWIEX
Jensen Global Quality Growth J
Price$18.35
Change-$0.23 (-1.24%)
VolumeN/A
Net Assets72.15M
American Funds Capital World Gr&Inc R4
Price$75.96
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
JGQSX vs RWIEX Comparison Chart in %
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JGQSX vs. RWIEX commentary
Nov 14, 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 144B vs. JGQSX (72.2M). RWIEX pays higher dividends than JGQSX: RWIEX (1.35) vs JGQSX (0.00). JGQSX was incepted earlier than RWIEX: JGQSX (6 years) vs RWIEX (23 years). JGQSX (1.47) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. JGQSX (22.56). RWIEX has a lower initial minimum investment than JGQSX: RWIEX (250) vs JGQSX (2500). RWIEX annual gain was more profitable for investors over the last year : 15.02 vs. JGQSX (8.28). JGQSX (48.92) and RWIEX (47.80) have equivalent 5 years return.
| JGQSX | RWIEX | JGQSX / RWIEX | |
| Total Expense Ratio | 1.25 | 0.76 | 164% |
| Annual Report Gross Expense Ratio | 1.47 | 0.76 | 193% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 9.876 | 23.416 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.2M | 144B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | 0% |
| Returns for 1 year | 8.28 | 15.02 | 55% |
| Returns for 3 years | 40.87 | 56.15 | 73% |
| Returns for 5 years | 48.92 | 47.80 | 102% |
| Returns for 10 years | N/A | 86.00 | - |
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