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JGQYX vs RWIFX
JGQYX vs RWIFX Comparison
Open Charts JGQYX vs RWIFX
Jensen Global Quality Growth Y
Price$18.57
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets71.83M
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
JGQYX vs RWIFX Comparison Chart in %
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JGQYX vs. RWIFX commentary
Oct 20, 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: 141B vs. JGQYX (71.8M). RWIFX pays higher dividends than JGQYX: RWIFX (1.64) vs JGQYX (0.13). JGQYX was incepted earlier than RWIFX: JGQYX (6 years) vs RWIFX (23 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 : 11.13 vs. JGQYX (8.12). JGQYX (54.04) and RWIFX (52.48) have equivalent 5 years return.
| 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 | 23 years | - |
| Gain YTD | 9.906 | 20.250 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.8M | 141B | 0% |
| Annual Yield % from dividends | 0.13 | 1.64 | 8% |
| Returns for 1 year | 8.12 | 11.13 | 73% |
| Returns for 3 years | 52.00 | 68.41 | 76% |
| Returns for 5 years | 54.04 | 52.48 | 103% |
| Returns for 10 years | N/A | 79.35 | - |
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