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CWGFX vs JORAX
CWGFX vs JORAX Comparison
Open Charts CWGFX vs JORAX
American Funds Capital World Gr&Inc F1
Price$64.10
Change+$0.60 (+0.94%)
VolumeN/A
CapitalizationN/A
Janus Henderson Global Select A
Price$18.33
Change+$0.17 (+0.94%)
VolumeN/A
CapitalizationN/A
CWGFX vs JORAX Comparison Chart
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CWGFX vs. JORAX commentary
Dec 24, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. JORAX (2.93B). CWGFX pays higher dividends than JORAX: CWGFX (1.64) vs JORAX (0.77). CWGFX was incepted earlier than JORAX: CWGFX (24 years) vs JORAX (15 years). 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). JORAX annual gain was more profitable for investors over the last year : 9.97 vs. CWGFX (9.45). CWGFX return over 5 years is better than : 29.60 vs. JORAX (19.48).
| CWGFX | JORAX | CWGFX / JORAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 8.630 | 8.992 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.93B | 4,272% |
| Annual Yield % from dividends | 1.64 | 0.77 | 212% |
| Returns for 1 year | 9.45 | 9.97 | 95% |
| Returns for 3 years | 5.54 | 5.60 | 99% |
| Returns for 5 years | 29.60 | 19.48 | 152% |
| Returns for 10 years | 44.64 | 44.49 | 100% |
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