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JGQYX vs RWIEX
JGQYX vs RWIEX Comparison
Open Charts JGQYX vs RWIEX
Jensen Global Quality Growth Y
Price$18.38
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
JGQYX vs RWIEX Comparison Chart in %
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JGQYX 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 JGQYX is a Hold and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 144B vs. JGQYX (72.2M). RWIEX pays higher dividends than JGQYX: RWIEX (1.35) vs JGQYX (0.13). JGQYX was incepted earlier than RWIEX: JGQYX (6 years) vs RWIEX (23 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 : 15.02 vs. JGQYX (8.54). JGQYX return over 5 years is better than : 50.33 vs. RWIEX (47.80).
| 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 | 23 years | - |
| Gain YTD | 10.143 | 23.416 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.2M | 144B | 0% |
| Annual Yield % from dividends | 0.13 | 1.35 | 10% |
| Returns for 1 year | 8.54 | 15.02 | 57% |
| Returns for 3 years | 41.88 | 56.15 | 75% |
| Returns for 5 years | 50.33 | 47.80 | 105% |
| Returns for 10 years | N/A | 86.00 | - |
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