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CWGFX vs JORCX
CWGFX vs JORCX Comparison
Open Charts CWGFX vs JORCX
American Funds Capital World Gr&Inc F1
Price$63.27
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets121.98B
Janus Henderson Global Select C
Price$16.41
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.67B
CWGFX vs JORCX Comparison Chart
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CWGFX vs. JORCX commentary
Apr 28, 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 JORCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 122B vs. JORCX (2.67B). CWGFX pays higher dividends than JORCX: CWGFX (1.59) vs JORCX (0.26). CWGFX was incepted earlier than JORCX: CWGFX (24 years) vs JORCX (16 years). JORCX (2.21) is less costly to investors than CWGFX (0.80). 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 : 2.20 vs. JORCX (-7.43). CWGFX return over 5 years is better than : 51.64 vs. JORCX (36.93).
| CWGFX | JORCX | CWGFX / JORCX | |
| Total Expense Ratio | 0.80 | 1.90 | 42% |
| Annual Report Gross Expense Ratio | 0.80 | 2.21 | 36% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 0.117 | -3.186 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 2.67B | 4,574% |
| Annual Yield % from dividends | 1.59 | 0.26 | 614% |
| Returns for 1 year | 2.20 | -7.43 | -30% |
| Returns for 3 years | 22.35 | 6.08 | 367% |
| Returns for 5 years | 51.64 | 36.93 | 140% |
| Returns for 10 years | 36.51 | 17.94 | 203% |
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