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CWGFX vs JORFX
CWGFX vs JORFX Comparison
Open Charts CWGFX vs JORFX
American Funds Capital World Gr&Inc F1
Price$59.58
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
Janus Henderson Global Select I
Price$16.51
Change-$0.24 (-1.43%)
VolumeN/A
Net Assets2.67B
CWGFX vs JORFX Comparison Chart
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CWGFX vs. JORFX commentary
Apr 11, 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 Hold and JORFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. JORFX (2.67B). CWGFX pays higher dividends than JORFX: CWGFX (1.59) vs JORFX (1.18). CWGFX was incepted earlier than JORFX: CWGFX (24 years) vs JORFX (16 years). CWGFX (0.80) and JORFX (0.80) have similar cost to investors . JORFX is a more actively managed with annual turnover of: 46.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than JORFX: CWGFX (250) vs JORFX (2500). CWGFX annual gain was more profitable for investors over the last year : -4.10 vs. JORFX (-12.35). CWGFX return over 5 years is better than : 46.64 vs. JORFX (40.79).
| CWGFX | JORFX | CWGFX / JORFX | |
| Total Expense Ratio | 0.80 | 0.80 | 100% |
| Annual Report Gross Expense Ratio | 0.80 | 0.80 | 100% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -4.156 | -6.996 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.67B | 4,387% |
| Annual Yield % from dividends | 1.59 | 1.18 | 135% |
| Returns for 1 year | -4.10 | -12.35 | 33% |
| Returns for 3 years | 9.79 | 0.96 | 1,016% |
| Returns for 5 years | 46.64 | 40.79 | 114% |
| Returns for 10 years | 32.33 | 28.72 | 113% |
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