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CWGFX vs JORIX
CWGFX vs JORIX Comparison
Open Charts CWGFX vs JORIX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
Janus Henderson Global Select S
Price$18.98
Change-$0.30 (-1.56%)
VolumeN/A
Net Assets2.88B
CWGFX vs JORIX Comparison Chart
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CWGFX vs. JORIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. JORIX (2.88B). 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). CWGFX annual gain was more profitable for investors over the last year : 7.04 vs. JORIX (4.30). CWGFX return over 5 years is better than : 32.49 vs. JORIX (20.73).
| 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 | 4.307 | 4.458 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.88B | 4,451% |
| Annual Yield % from dividends | 1.64 | 0.45 | 365% |
| Returns for 1 year | 7.04 | 4.30 | 164% |
| Returns for 3 years | 16.46 | 10.07 | 163% |
| Returns for 5 years | 32.49 | 20.73 | 157% |
| Returns for 10 years | 44.44 | 41.88 | 106% |
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