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JGQYX vs RWIEX
JGQYX vs RWIEX Comparison
Open Charts JGQYX vs RWIEX
Jensen Global Quality Growth Y
Price$18.19
Change-$0.46 (-2.47%)
VolumeN/A
Net Assets76.42M
American Funds Capital World Gr&Inc R4
Price$74.77
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
JGQYX vs RWIEX Comparison Chart in %
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JGQYX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. JGQYX (76.4M). RWIEX pays higher dividends than JGQYX: RWIEX (1.44) vs JGQYX (0.13). JGQYX was incepted earlier than RWIEX: JGQYX (6 years) vs RWIEX (24 years). JGQYX (1.22) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (22.56). RWIEX has a lower initial minimum investment than JGQYX: RWIEX (250) vs JGQYX (1000000). RWIEX annual gain was more profitable for investors over the last year : 16.23 vs. JGQYX (3.62). JGQYX return over 5 years is better than : 39.88 vs. RWIEX (30.74).
| JGQYX | RWIEX | JGQYX / RWIEX | |
| Total Expense Ratio | 1.00 | 0.76 | 132% |
| Annual Report Gross Expense Ratio | 1.22 | 0.76 | 161% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -2.309 | 4.940 | -47% |
| 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 | 1.44 | 9% |
| Returns for 1 year | 3.62 | 16.23 | 22% |
| Returns for 3 years | 31.82 | 43.21 | 74% |
| Returns for 5 years | 39.88 | 30.74 | 130% |
| Returns for 10 years | N/A | 100.15 | - |
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