Ad is loading...
CWGCX vs JORRX
CWGCX vs JORRX Comparison
Open Charts CWGCX vs JORRX
American Funds Capital World Gr&Inc C
Price$64.28
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.97B
Janus Henderson Global Select R
Price$17.79
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.65B
CWGCX vs JORRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. JORRX commentary
May 12, 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 JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. JORRX (2.65B). CWGCX pays higher dividends than JORRX: CWGCX (0.92) vs JORRX (0.67). CWGCX was incepted earlier than JORRX: CWGCX (24 years) vs JORRX (16 years). JORRX (2.98) is less costly to investors than CWGCX (1.49). JORRX is a more actively managed with annual turnover of: 46.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than JORRX: CWGCX (250) vs JORRX (2500). CWGCX annual gain was more profitable for investors over the last year : 1.42 vs. JORRX (-6.23). CWGCX return over 5 years is better than : 47.31 vs. JORRX (39.88).
| CWGCX | JORRX | CWGCX / JORRX | |
| Total Expense Ratio | 1.49 | 1.57 | 95% |
| Annual Report Gross Expense Ratio | 1.49 | 2.98 | 50% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 2.583 | 0.622 | 415% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.65B | 4,715% |
| Annual Yield % from dividends | 0.92 | 0.67 | 137% |
| Returns for 1 year | 1.42 | -6.23 | -23% |
| Returns for 3 years | 28.22 | 15.58 | 181% |
| Returns for 5 years | 47.31 | 39.88 | 119% |
| Returns for 10 years | 38.31 | 28.68 | 134% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers