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CWGCX vs JORIX
CWGCX vs JORIX Comparison
Open Charts CWGCX vs JORIX
American Funds Capital World Gr&Inc C
Price$64.01
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Janus Henderson Global Select S
Price$18.62
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets2.79B
CWGCX vs JORIX Comparison Chart
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CWGCX vs. JORIX commentary
Jan 19, 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: 127B vs. JORIX (2.79B). CWGCX pays higher dividends than JORIX: CWGCX (1.04) vs JORIX (0.45). CWGCX was incepted earlier than JORIX: CWGCX (24 years) vs JORIX (16 years). 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). JORIX annual gain was more profitable for investors over the last year : 11.39 vs. CWGCX (10.07). CWGCX return over 5 years is better than : 24.90 vs. JORIX (16.35).
| CWGCX | JORIX | CWGCX / JORIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 2.024 | 2.477 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 2.79B | 4,559% |
| Annual Yield % from dividends | 1.04 | 0.45 | 232% |
| Returns for 1 year | 10.07 | 11.39 | 88% |
| Returns for 3 years | 6.96 | 5.64 | 124% |
| Returns for 5 years | 24.90 | 16.35 | 152% |
| Returns for 10 years | 44.49 | 47.24 | 94% |