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CWGFX vs JORAX
CWGFX vs JORAX Comparison
Open Charts CWGFX vs JORAX
American Funds Capital World Gr&Inc F1
Price$64.85
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.56B
Janus Henderson Global Select A
Price$18.25
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets2.65B
CWGFX vs JORAX Comparison Chart
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CWGFX vs. JORAX commentary
May 09, 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: 125B vs. JORAX (2.65B). CWGFX pays higher dividends than JORAX: CWGFX (1.58) 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 : 2.20 vs. JORAX (-4.98). CWGFX return over 5 years is better than : 50.51 vs. JORAX (44.59).
| 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 | 2.617 | 0.773 | 339% |
| Front Load | N/A | 6% | - |
| 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 | 1.58 | 0.91 | 173% |
| Returns for 1 year | 2.20 | -4.98 | -44% |
| Returns for 3 years | 30.66 | 18.30 | 168% |
| Returns for 5 years | 50.51 | 44.59 | 113% |
| Returns for 10 years | 40.75 | 35.72 | 114% |
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