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CWGFX vs JORIX
CWGFX vs JORIX Comparison
Open Charts CWGFX vs JORIX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Janus Henderson Global Select S
Price$19.88
Change-$0.34 (-1.68%)
VolumeN/A
CapitalizationN/A
CWGFX vs JORIX Comparison Chart
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CWGFX vs. JORIX commentary
Nov 18, 2024
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 Sell and JORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. JORIX (2.82B). CWGFX pays higher dividends than JORIX: CWGFX (1.64) vs JORIX (0.45). CWGFX was incepted earlier than JORIX: CWGFX (24 years) vs JORIX (15 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). CWGFX annual gain was more profitable for investors over the last year : 19.02 vs. JORIX (17.16). CWGFX return over 5 years is better than : 38.62 vs. JORIX (28.16).
| CWGFX | JORIX | CWGFX / JORIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 13.044 | 16.804 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.82B | 4,426% |
| Annual Yield % from dividends | 1.64 | 0.45 | 365% |
| Returns for 1 year | 19.02 | 17.16 | 111% |
| Returns for 3 years | 3.12 | -3.69 | -85% |
| Returns for 5 years | 38.62 | 28.16 | 137% |
| Returns for 10 years | 49.28 | 52.65 | 94% |
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