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JGQYX vs RWIFX
JGQYX vs RWIFX Comparison
Open Charts JGQYX vs RWIFX
Jensen Global Quality Growth Y
Price$18.19
Change-$0.46 (-2.47%)
VolumeN/A
Net Assets76.42M
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
JGQYX vs RWIFX Comparison Chart in %
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JGQYX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. JGQYX (76.4M). RWIFX pays higher dividends than JGQYX: RWIFX (1.70) vs JGQYX (0.13). JGQYX was incepted earlier than RWIFX: JGQYX (6 years) vs RWIFX (24 years). JGQYX (1.22) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (22.56). RWIFX has a lower initial minimum investment than JGQYX: RWIFX (250) vs JGQYX (1000000). RWIFX annual gain was more profitable for investors over the last year : 16.61 vs. JGQYX (3.62). JGQYX return over 5 years is better than : 39.88 vs. RWIFX (32.39).
| JGQYX | RWIFX | JGQYX / RWIFX | |
| Total Expense Ratio | 1.00 | 0.46 | 217% |
| Annual Report Gross Expense Ratio | 1.22 | 0.46 | 265% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -2.309 | 4.964 | -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 | 1.70 | 8% |
| Returns for 1 year | 3.62 | 16.61 | 22% |
| Returns for 3 years | 31.82 | 44.56 | 71% |
| Returns for 5 years | 39.88 | 32.39 | 123% |
| Returns for 10 years | N/A | 102.75 | - |
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