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CWGCX vs JORCX
CWGCX vs JORCX Comparison
Open Charts CWGCX vs JORCX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
Janus Henderson Global Select C
Price$15.92
Change-$0.75 (-4.50%)
VolumeN/A
Net Assets2.84B
CWGCX vs JORCX Comparison Chart
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CWGCX vs. JORCX commentary
Apr 04, 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 CWGCX is a Buy and JORCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. JORCX (2.84B). CWGCX pays higher dividends than JORCX: CWGCX (0.93) vs JORCX (0.26). CWGCX was incepted earlier than JORCX: CWGCX (24 years) vs JORCX (16 years). JORCX (2.21) is less costly to investors than CWGCX (1.49). JORCX is a more actively managed with annual turnover of: 46.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than JORCX: CWGCX (250) vs JORCX (2500). CWGCX annual gain was more profitable for investors over the last year : -0.53 vs. JORCX (-8.89). CWGCX return over 5 years is better than : 64.18 vs. JORCX (58.39).
| CWGCX | JORCX | CWGCX / JORCX | |
| Total Expense Ratio | 1.49 | 1.90 | 78% |
| Annual Report Gross Expense Ratio | 1.49 | 2.21 | 67% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 0.700 | -1.652 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 2.84B | 4,325% |
| Annual Yield % from dividends | 0.93 | 0.26 | 358% |
| Returns for 1 year | -0.53 | -8.89 | 6% |
| Returns for 3 years | 9.63 | -1.18 | -817% |
| Returns for 5 years | 64.18 | 58.39 | 110% |
| Returns for 10 years | 37.61 | 22.07 | 170% |
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