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JGQYX vs RWIFX
JGQYX vs RWIFX Comparison
Open Charts JGQYX vs RWIFX
Jensen Global Quality Growth Y
Price$18.38
Change-$0.23 (-1.24%)
VolumeN/A
Net Assets72.15M
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
JGQYX vs RWIFX Comparison Chart in %
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JGQYX vs. RWIFX 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. JGQYX (72.2M). RWIFX pays higher dividends than JGQYX: RWIFX (1.60) 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 : 15.39 vs. JGQYX (8.54). JGQYX (50.33) and RWIFX (49.55) 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 | 24 years | - |
| Gain YTD | 10.143 | 23.740 | 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 | 1.60 | 8% |
| Returns for 1 year | 8.54 | 15.39 | 55% |
| Returns for 3 years | 41.88 | 57.49 | 73% |
| Returns for 5 years | 50.33 | 49.55 | 102% |
| Returns for 10 years | N/A | 88.26 | - |
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