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CWGCX vs JORIX
CWGCX vs JORIX Comparison
Open Charts CWGCX vs JORIX
American Funds Capital World Gr&Inc C
Price$67.87
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Janus Henderson Global Select S
Price$19.60
Change-$0.17 (-0.86%)
VolumeN/A
Net Assets2.86B
CWGCX vs JORIX Comparison Chart
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CWGCX vs. JORIX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. JORIX (2.86B). CWGCX pays higher dividends than JORIX: CWGCX (0.87) vs JORIX (0.62). 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 : 5.50 vs. JORIX (-0.29). CWGCX return over 5 years is better than : 48.05 vs. JORIX (42.71).
| 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 | 8.682 | 7.870 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.86B | 4,582% |
| Annual Yield % from dividends | 0.87 | 0.62 | 140% |
| Returns for 1 year | 5.50 | -0.29 | -1,867% |
| Returns for 3 years | 41.27 | 28.77 | 143% |
| Returns for 5 years | 48.05 | 42.71 | 113% |
| Returns for 10 years | 48.20 | 42.28 | 114% |
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