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CWGFX vs JORIX
CWGFX vs JORIX Comparison
Open Charts CWGFX vs JORIX
American Funds Capital World Gr&Inc F1
Price$74.52
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets138.65B
Janus Henderson Global Select S
Price$21.05
Change-$0.21 (-0.99%)
VolumeN/A
Net Assets3.12B
CWGFX vs JORIX Comparison Chart in %
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CWGFX vs. JORIX commentary
Nov 20, 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 JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. JORIX (3.12B). CWGFX pays higher dividends than JORIX: CWGFX (1.32) vs JORIX (0.56). CWGFX was incepted earlier than JORIX: CWGFX (25 years) vs JORIX (16 years). JORIX (2.75) is less costly to investors than CWGFX (0.80). JORIX is a more actively managed with annual turnover of: 36.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than JORIX: CWGFX (250) vs JORIX (2500). CWGFX annual gain was more profitable for investors over the last year : 12.09 vs. JORIX (6.12). CWGFX return over 5 years is better than : 41.29 vs. JORIX (25.76).
| CWGFX | JORIX | CWGFX / JORIX | |
| Total Expense Ratio | 0.80 | 1.32 | 61% |
| Annual Report Gross Expense Ratio | 0.80 | 2.75 | 29% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 18.797 | 15.850 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 3.12B | 4,449% |
| Annual Yield % from dividends | 1.32 | 0.56 | 235% |
| Returns for 1 year | 12.09 | 6.12 | 198% |
| Returns for 3 years | 50.45 | 32.41 | 156% |
| Returns for 5 years | 41.29 | 25.76 | 160% |
| Returns for 10 years | 73.63 | 67.21 | 110% |
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