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CWGFX vs JORRX
CWGFX vs JORRX Comparison
Open Charts CWGFX vs JORRX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
Janus Henderson Global Select R
Price$16.62
Change-$0.79 (-4.54%)
VolumeN/A
Net Assets2.84B
CWGFX vs JORRX Comparison Chart
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CWGFX vs. JORRX 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 JORRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. JORRX (2.84B). CWGFX pays higher dividends than JORRX: CWGFX (1.59) vs JORRX (0.67). CWGFX was incepted earlier than JORRX: CWGFX (24 years) vs JORRX (16 years). JORRX (2.98) is less costly to investors than CWGFX (0.80). JORRX is a more actively managed with annual turnover of: 46.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than JORRX: CWGFX (250) vs JORRX (2500). CWGFX annual gain was more profitable for investors over the last year : 0.19 vs. JORRX (-8.18). CWGFX return over 5 years is better than : 68.06 vs. JORRX (62.63).
| CWGFX | JORRX | CWGFX / JORRX | |
| Total Expense Ratio | 0.80 | 1.57 | 51% |
| Annual Report Gross Expense Ratio | 0.80 | 2.98 | 27% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 0.845 | -1.527 | -55% |
| 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 | 237% |
| Returns for 1 year | 0.19 | -8.18 | -2% |
| Returns for 3 years | 11.40 | 0.41 | 2,769% |
| Returns for 5 years | 68.06 | 62.63 | 109% |
| Returns for 10 years | 40.90 | 27.91 | 147% |
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