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CWGCX vs JORIX
CWGCX vs JORIX Comparison
Open Charts CWGCX vs JORIX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
Janus Henderson Global Select S
Price$17.10
Change-$0.80 (-4.47%)
VolumeN/A
Net Assets2.84B
CWGCX vs JORIX Comparison Chart
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CWGCX vs. JORIX 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 JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. JORIX (2.84B). CWGCX pays higher dividends than JORIX: CWGCX (0.93) vs JORIX (0.67). CWGCX was incepted earlier than JORIX: CWGCX (24 years) vs JORIX (16 years). JORIX (2.75) is less costly to investors than CWGCX (1.49). JORIX is a more actively managed with annual turnover of: 46.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than JORIX: CWGCX (250) vs JORIX (2500). CWGCX annual gain was more profitable for investors over the last year : -0.53 vs. JORIX (-7.82). JORIX (65.74) and CWGCX (64.18) have equivalent 5 years return.
| CWGCX | JORIX | CWGCX / JORIX | |
| Total Expense Ratio | 1.49 | 1.32 | 113% |
| Annual Report Gross Expense Ratio | 1.49 | 2.75 | 54% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 0.700 | -1.486 | -47% |
| 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 | 0.67 | 139% |
| Returns for 1 year | -0.53 | -7.82 | 7% |
| Returns for 3 years | 9.63 | 1.55 | 620% |
| Returns for 5 years | 64.18 | 65.74 | 98% |
| Returns for 10 years | 37.61 | 32.59 | 115% |
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