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CWGFX vs JORCX
CWGFX vs JORCX Comparison
Open Charts CWGFX vs JORCX
American Funds Capital World Gr&Inc F1
Price$71.17
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
Janus Henderson Global Select C
Price$18.99
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets3.01B
CWGFX vs JORCX Comparison Chart in %
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CWGFX vs. JORCX commentary
Aug 07, 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: 134B vs. JORCX (3.01B). CWGFX pays higher dividends than JORCX: CWGFX (1.42) vs JORCX (0.23). 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: 36.00 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 : 15.72 vs. JORCX (9.25). CWGFX return over 5 years is better than : 45.70 vs. JORCX (28.67).
| 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 | 13.172 | 11.622 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 3.01B | 4,459% |
| Annual Yield % from dividends | 1.42 | 0.23 | 622% |
| Returns for 1 year | 15.72 | 9.25 | 170% |
| Returns for 3 years | 42.74 | 25.29 | 169% |
| Returns for 5 years | 45.70 | 28.67 | 159% |
| Returns for 10 years | 59.80 | 41.52 | 144% |
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