Ad is loading...
CWGFX vs JORCX
CWGFX vs JORCX Comparison
Open Charts CWGFX vs JORCX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
Janus Henderson Global Select C
Price$15.92
Change-$0.75 (-4.50%)
VolumeN/A
Net Assets2.84B
CWGFX vs JORCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. JORCX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. JORCX (2.84B). 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 : 0.19 vs. JORCX (-8.89). CWGFX return over 5 years is better than : 68.06 vs. JORCX (58.39).
| 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 | 0.845 | -1.652 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 2.84B | 4,325% |
| Annual Yield % from dividends | 1.59 | 0.26 | 614% |
| Returns for 1 year | 0.19 | -8.89 | -2% |
| Returns for 3 years | 11.40 | -1.18 | -968% |
| Returns for 5 years | 68.06 | 58.39 | 117% |
| Returns for 10 years | 40.90 | 22.07 | 185% |
View a ticker or compare two or three
VS
VS
Ad is loading...