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CWGFX vs JORIX
CWGFX vs JORIX Comparison
Open Charts CWGFX vs JORIX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Janus Henderson Global Select S
Price$18.62
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets2.79B
CWGFX vs JORIX Comparison Chart
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CWGFX vs. JORIX commentary
Jan 19, 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 JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. JORIX (2.79B). CWGFX pays higher dividends than JORIX: CWGFX (1.64) vs JORIX (0.45). CWGFX was incepted earlier than JORIX: CWGFX (24 years) vs JORIX (16 years). 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). JORIX (11.39) and CWGFX (10.89) have marching annual gain over last year. CWGFX return over 5 years is better than : 27.58 vs. JORIX (16.35).
| CWGFX | JORIX | CWGFX / JORIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 2.051 | 2.477 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 2.79B | 4,559% |
| Annual Yield % from dividends | 1.64 | 0.45 | 365% |
| Returns for 1 year | 10.89 | 11.39 | 96% |
| Returns for 3 years | 8.51 | 5.64 | 151% |
| Returns for 5 years | 27.58 | 16.35 | 169% |
| Returns for 10 years | 47.73 | 47.24 | 101% |
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