Ad is loading...
CWGFX vs JORIX
CWGFX vs JORIX Comparison
Open Charts CWGFX vs JORIX
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
Janus Henderson Global Select S
Price$17.55
Change+$0.30 (+1.74%)
VolumeN/A
Net Assets2.67B
CWGFX vs JORIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. JORIX commentary
Apr 26, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 119B vs. JORIX (2.67B). 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 : 1.40 vs. JORIX (-8.16). CWGFX return over 5 years is better than : 50.88 vs. JORIX (40.28).
| 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 | -0.389 | -5.063 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.67B | 4,462% |
| Annual Yield % from dividends | 1.59 | 0.67 | 238% |
| Returns for 1 year | 1.40 | -8.16 | -17% |
| Returns for 3 years | 18.43 | 4.01 | 460% |
| Returns for 5 years | 50.88 | 40.28 | 126% |
| Returns for 10 years | 35.68 | 25.22 | 141% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers