Interact to see
Advertisement
Advertisement
JGQYX vs RWIBX
JGQYX vs RWIBX Comparison
Open Charts JGQYX vs RWIBX
Jensen Global Quality Growth Y
Price$18.77
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets78.14M
American Funds Capital World Gr&Inc R2
Price$70.71
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
JGQYX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGQYX vs. RWIBX commentary
Dec 28, 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 JGQYX is a Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. JGQYX (78.1M). RWIBX pays higher dividends than JGQYX: RWIBX (0.74) 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 : 11.60 vs. JGQYX (8.96). JGQYX return over 5 years is better than : 48.50 vs. RWIBX (27.22).
| 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 | 11.090 | 13.653 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.1M | 142B | 0% |
| Annual Yield % from dividends | 0.13 | 0.74 | 18% |
| Returns for 1 year | 8.96 | 11.60 | 77% |
| Returns for 3 years | 43.32 | 42.89 | 101% |
| Returns for 5 years | 48.50 | 27.22 | 178% |
| Returns for 10 years | N/A | 68.03 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers