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CWGCX vs JORIX
CWGCX vs JORIX Comparison
Open Charts CWGCX vs JORIX
American Funds Capital World Gr&Inc C
Price$71.54
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Janus Henderson Global Select S
Price$20.51
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets3.01B
CWGCX vs JORIX Comparison Chart in %
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CWGCX vs. JORIX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. JORIX (3.01B). CWGCX pays higher dividends than JORIX: CWGCX (0.83) 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 : 12.91 vs. JORIX (6.93). CWGCX return over 5 years is better than : 47.25 vs. JORIX (40.15).
| 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 | 14.559 | 12.878 | 113% |
| 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 | 4,559% |
| Annual Yield % from dividends | 0.83 | 0.59 | 141% |
| Returns for 1 year | 12.91 | 6.93 | 186% |
| Returns for 3 years | 48.13 | 35.36 | 136% |
| Returns for 5 years | 47.25 | 40.15 | 118% |
| Returns for 10 years | 58.80 | 53.65 | 110% |
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