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JGQYX vs RWIBX
JGQYX vs RWIBX Comparison
Open Charts JGQYX vs RWIBX
Jensen Global Quality Growth Y
Price$18.19
Change-$0.46 (-2.47%)
VolumeN/A
Net Assets76.42M
American Funds Capital World Gr&Inc R2
Price$73.65
Change-$1.17 (-1.56%)
VolumeN/A
Net Assets142.37B
JGQYX vs RWIBX Comparison Chart in %
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JGQYX vs. RWIBX 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 JGQYX is a Hold and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. JGQYX (76.4M). RWIBX pays higher dividends than JGQYX: RWIBX (0.82) vs JGQYX (0.13). JGQYX was incepted earlier than RWIBX: JGQYX (6 years) vs RWIBX (24 years). RWIBX (1.51) is less costly to investors than JGQYX (1.22). RWIBX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (22.56). RWIBX has a lower initial minimum investment than JGQYX: RWIBX (250) vs JGQYX (1000000). RWIBX annual gain was more profitable for investors over the last year : 15.23 vs. JGQYX (3.62). JGQYX return over 5 years is better than : 39.88 vs. RWIBX (26.57).
| JGQYX | RWIBX | JGQYX / RWIBX | |
| Total Expense Ratio | 1.00 | 1.51 | 66% |
| Annual Report Gross Expense Ratio | 1.22 | 1.51 | 81% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -2.309 | 4.855 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.4M | 142B | 0% |
| Annual Yield % from dividends | 0.13 | 0.82 | 16% |
| Returns for 1 year | 3.62 | 15.23 | 24% |
| Returns for 3 years | 31.82 | 39.74 | 80% |
| Returns for 5 years | 39.88 | 26.57 | 150% |
| Returns for 10 years | N/A | 93.35 | - |
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