Interact to see
Advertisement
Advertisement
CWGCX vs JORIX
CWGCX vs JORIX Comparison
Open Charts CWGCX vs JORIX
American Funds Capital World Gr&Inc C
Price$71.80
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Janus Henderson Global Select S
Price$20.82
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets3.01B
CWGCX vs JORIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. JORIX commentary
Aug 17, 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 StrongBuy and JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. JORIX (3.01B). CWGCX pays higher dividends than JORIX: CWGCX (0.84) vs JORIX (0.59). 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: 36.00 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 : 10.57 vs. JORIX (5.46). CWGCX return over 5 years is better than : 43.67 vs. JORIX (35.45).
| 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 | 14.975 | 13.979 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.01B | 4,551% |
| Annual Yield % from dividends | 0.84 | 0.59 | 142% |
| Returns for 1 year | 10.57 | 5.46 | 194% |
| Returns for 3 years | 38.58 | 25.54 | 151% |
| Returns for 5 years | 43.67 | 35.45 | 123% |
| Returns for 10 years | 59.96 | 57.16 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement