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JGQYX vs RPEBX
JGQYX vs RPEBX Comparison
Open Charts JGQYX vs RPEBX
Jensen Global Quality Growth Y
Price$18.26
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets69.52M
American Funds New Perspective R2E
Price$70.73
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets161.39B
JGQYX vs RPEBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 161B vs. JGQYX (69.5M). JGQYX pays higher dividends than RPEBX: JGQYX (0.22) vs RPEBX (0.12). JGQYX was incepted earlier than RPEBX: JGQYX (5 years) vs RPEBX (11 years). JGQYX (1.27) and RPEBX (1.21) have similar cost to investors . RPEBX is a more actively managed with annual turnover of: 24.00 vs. JGQYX (22.56). RPEBX has a lower initial minimum investment than JGQYX: RPEBX (250) vs JGQYX (1000000). RPEBX annual gain was more profitable for investors over the last year : 10.20 vs. JGQYX (5.33). JGQYX return over 5 years is better than : 58.71 vs. RPEBX (37.72).
| JGQYX | RPEBX | JGQYX / RPEBX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.27 | 1.21 | 105% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.071 | 17.161 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.5M | 161B | 0% |
| Annual Yield % from dividends | 0.22 | 0.12 | 186% |
| Returns for 1 year | 5.33 | 10.20 | 52% |
| Returns for 3 years | 52.80 | 59.79 | 88% |
| Returns for 5 years | 58.71 | 37.72 | 156% |
| Returns for 10 years | N/A | 103.91 | - |
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