Interact to see
Advertisement
Advertisement
JGQYX vs RWIFX
JGQYX vs RWIFX Comparison
Open Charts JGQYX vs RWIFX
Jensen Global Quality Growth Y
Price$18.77
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets78.14M
American Funds Capital World Gr&Inc R5
Price$71.99
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
JGQYX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGQYX vs. RWIFX 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. JGQYX (78.1M). RWIFX pays higher dividends than JGQYX: RWIFX (1.59) 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 : 12.66 vs. JGQYX (8.96). JGQYX return over 5 years is better than : 48.50 vs. RWIFX (32.78).
| 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 | 11.090 | 14.720 | 75% |
| 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 | 1.59 | 8% |
| Returns for 1 year | 8.96 | 12.66 | 71% |
| Returns for 3 years | 43.32 | 47.45 | 91% |
| Returns for 5 years | 48.50 | 32.78 | 148% |
| Returns for 10 years | N/A | 75.72 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers