JGQYX
Price
$18.19
Change
-$0.46 (-2.47%)
Updated
Feb 3 closing price
Net Assets
76.42M
RWIEX
Price
$74.77
Change
-$1.05 (-1.38%)
Updated
Feb 3 closing price
Net Assets
142.37B
Interact to see
Advertisement

JGQYX vs RWIEX

Header iconJGQYX vs RWIEX Comparison
Open Charts JGQYX vs RWIEXBanner chart's image
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 %
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
JGQYXRWIEXJGQYX / RWIEX
Total Expense Ratio1.000.76132%
Annual Report Gross Expense Ratio1.220.76161%
Fund Existence6 years24 years-
Gain YTD-2.3094.940-47%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets76.4M142B0%
Annual Yield % from dividends0.131.449%
Returns for 1 year3.6216.2322%
Returns for 3 years31.8243.2174%
Returns for 5 years39.8830.74130%
Returns for 10 yearsN/A100.15-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
ISHG76.400.22
+0.29%
iShares 1-3 Year International TrsBd ETF
AMOM51.19N/A
N/A
QRAFT AI-Enhanced US Large Cap Mmntm ETF
JHLN24.68N/A
N/A
JHancock Global Senior Loan ETF
BFEB49.63-0.30
-0.60%
Innovator U.S. Equity Buffer ETF™ - Feb
IWP134.18-1.97
-1.45%
iShares Russell Mid-Cap Growth ETF