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CWGCX vs JORFX
CWGCX vs JORFX Comparison
Open Charts CWGCX vs JORFX
American Funds Capital World Gr&Inc C
Price$58.98
Change-$0.98 (-1.63%)
VolumeN/A
Net Assets116.98B
Janus Henderson Global Select I
Price$16.51
Change-$0.24 (-1.43%)
VolumeN/A
Net Assets2.67B
CWGCX vs JORFX Comparison Chart
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CWGCX vs. JORFX commentary
Apr 11, 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 Hold and JORFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 117B vs. JORFX (2.67B). JORFX pays higher dividends than CWGCX: JORFX (1.18) vs CWGCX (0.93). CWGCX was incepted earlier than JORFX: CWGCX (24 years) vs JORFX (16 years). CWGCX (1.49) is less costly to investors than JORFX (0.80). JORFX is a more actively managed with annual turnover of: 46.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than JORFX: CWGCX (250) vs JORFX (2500). CWGCX annual gain was more profitable for investors over the last year : -4.78 vs. JORFX (-12.35). CWGCX return over 5 years is better than : 43.23 vs. JORFX (40.79).
| CWGCX | JORFX | CWGCX / JORFX | |
| Total Expense Ratio | 1.49 | 0.80 | 186% |
| Annual Report Gross Expense Ratio | 1.49 | 0.80 | 186% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -4.311 | -6.996 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.67B | 4,387% |
| Annual Yield % from dividends | 0.93 | 1.18 | 79% |
| Returns for 1 year | -4.78 | -12.35 | 39% |
| Returns for 3 years | 8.04 | 0.96 | 834% |
| Returns for 5 years | 43.23 | 40.79 | 106% |
| Returns for 10 years | 29.23 | 28.72 | 102% |
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