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CWGFX vs JORCX
CWGFX vs JORCX Comparison
Open Charts CWGFX vs JORCX
American Funds Capital World Gr&Inc F1
Price$66.33
Change+$0.46 (+0.70%)
VolumeN/A
Net Assets128.9B
Janus Henderson Global Select C
Price$17.82
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets2.79B
CWGFX vs JORCX Comparison Chart
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CWGFX vs. JORCX commentary
Jan 24, 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 StrongBuy and JORCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 129B vs. JORCX (2.79B). CWGFX pays higher dividends than JORCX: CWGFX (1.64) vs JORCX (0.14). CWGFX was incepted earlier than JORCX: CWGFX (24 years) vs JORCX (16 years). JORCX is a more actively managed with annual turnover of: 46.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than JORCX: CWGFX (250) vs JORCX (2500). CWGFX annual gain was more profitable for investors over the last year : 11.87 vs. JORCX (9.51). CWGFX return over 5 years is better than : 32.20 vs. JORCX (15.82).
| CWGFX | JORCX | CWGFX / JORCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 4.654 | 4.543 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 2.79B | 4,630% |
| Annual Yield % from dividends | 1.64 | 0.14 | 1,143% |
| Returns for 1 year | 11.87 | 9.51 | 125% |
| Returns for 3 years | 15.26 | 7.90 | 193% |
| Returns for 5 years | 32.20 | 15.82 | 204% |
| Returns for 10 years | 48.65 | 35.36 | 138% |
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