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CWGFX vs JORIX
CWGFX vs JORIX Comparison
Open Charts CWGFX vs JORIX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
Janus Henderson Global Select S
Price$17.10
Change-$0.80 (-4.47%)
VolumeN/A
Net Assets2.84B
CWGFX vs JORIX Comparison Chart
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CWGFX vs. JORIX 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 JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. JORIX (2.84B). CWGFX pays higher dividends than JORIX: CWGFX (1.59) vs JORIX (0.67). CWGFX was incepted earlier than JORIX: CWGFX (24 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: 46.00 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 : 0.19 vs. JORIX (-7.82). CWGFX (68.06) and JORIX (65.74) have equivalent 5 years return.
| CWGFX | JORIX | CWGFX / JORIX | |
| Total Expense Ratio | 0.80 | 1.32 | 61% |
| Annual Report Gross Expense Ratio | 0.80 | 2.75 | 29% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 0.845 | -1.486 | -57% |
| 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 | 0.67 | 238% |
| Returns for 1 year | 0.19 | -7.82 | -2% |
| Returns for 3 years | 11.40 | 1.55 | 734% |
| Returns for 5 years | 68.06 | 65.74 | 104% |
| Returns for 10 years | 40.90 | 32.59 | 126% |
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