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CWGCX vs JORIX
CWGCX vs JORIX Comparison
Open Charts CWGCX vs JORIX
American Funds Capital World Gr&Inc C
Price$62.30
Change+$0.98 (+1.60%)
VolumeN/A
Net Assets119.48B
Janus Henderson Global Select S
Price$17.55
Change+$0.30 (+1.74%)
VolumeN/A
Net Assets2.67B
CWGCX vs JORIX Comparison Chart
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CWGCX vs. JORIX commentary
Apr 26, 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: 119B vs. JORIX (2.67B). 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 : 0.67 vs. JORIX (-8.16). CWGCX return over 5 years is better than : 47.39 vs. JORIX (40.28).
| 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 | -0.577 | -5.063 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.67B | 4,462% |
| Annual Yield % from dividends | 0.93 | 0.67 | 139% |
| Returns for 1 year | 0.67 | -8.16 | -8% |
| Returns for 3 years | 16.55 | 4.01 | 413% |
| Returns for 5 years | 47.39 | 40.28 | 118% |
| Returns for 10 years | 32.50 | 25.22 | 129% |
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