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CWGFX vs JORAX
CWGFX vs JORAX Comparison
Open Charts CWGFX vs JORAX
American Funds Capital World Gr&Inc F1
Price$60.83
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Janus Henderson Global Select A
Price$16.92
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets2.67B
CWGFX vs JORAX Comparison Chart
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CWGFX vs. JORAX commentary
Apr 18, 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 CWGFX is a Buy and JORAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. JORAX (2.67B). CWGFX pays higher dividends than JORAX: CWGFX (1.59) vs JORAX (0.91). CWGFX was incepted earlier than JORAX: CWGFX (24 years) vs JORAX (16 years). JORAX (1.02) is less costly to investors than CWGFX (0.80). JORAX is a more actively managed with annual turnover of: 46.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than JORAX: CWGFX (250) vs JORAX (2500). CWGFX annual gain was more profitable for investors over the last year : -0.97 vs. JORAX (-8.80). CWGFX return over 5 years is better than : 43.42 vs. JORAX (37.20).
| CWGFX | JORAX | CWGFX / JORAX | |
| Total Expense Ratio | 0.80 | 1.02 | 78% |
| Annual Report Gross Expense Ratio | 0.80 | 1.02 | 78% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -3.744 | -6.571 | 57% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.67B | 4,387% |
| Annual Yield % from dividends | 1.59 | 0.91 | 175% |
| Returns for 1 year | -0.97 | -8.80 | 11% |
| Returns for 3 years | 10.84 | -0.28 | -3,836% |
| Returns for 5 years | 43.42 | 37.20 | 117% |
| Returns for 10 years | 32.63 | 26.70 | 122% |
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