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$66.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.33B
Janus Henderson Global Select S
Price$19.02
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.65B
CWGCX vs JORIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. JORIX commentary
May 25, 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: 128B vs. JORIX (2.65B). CWGCX pays higher dividends than JORIX: CWGCX (0.92) 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 : 3.27 vs. JORIX (-2.46). CWGCX return over 5 years is better than : 50.69 vs. JORIX (46.85).
| 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 | 5.615 | 4.678 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.65B | 4,828% |
| Annual Yield % from dividends | 0.92 | 0.67 | 138% |
| Returns for 1 year | 3.27 | -2.46 | -133% |
| Returns for 3 years | 28.46 | 18.47 | 154% |
| Returns for 5 years | 50.69 | 46.85 | 108% |
| Returns for 10 years | 42.58 | 36.93 | 115% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ALGAX | 21.08 | 0.07 | +0.33% |
| Alger International Opportunities A | |||
| MUEUX | 35.29 | -0.22 | -0.62% |
| MFS Blended Research Core Equity R4 | |||
| SUSLX | 14.31 | -0.09 | -0.62% |
| Lazard US Sustainable Equity Open | |||
| MSOAX | 39.42 | -0.33 | -0.83% |
| NYLI WMC Enduring Capital Class A | |||
| GEGTX | 73.71 | -0.78 | -1.05% |
| Columbia Large Cap Growth Inst | |||