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CWGFX vs JORRX
CWGFX vs JORRX Comparison
Open Charts CWGFX vs JORRX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Janus Henderson Global Select R
Price$19.38
Change-$0.34 (-1.72%)
VolumeN/A
CapitalizationN/A
CWGFX vs JORRX Comparison Chart
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CWGFX vs. JORRX 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 JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. JORRX (2.82B). CWGFX pays higher dividends than JORRX: CWGFX (1.64) vs JORRX (0.40). CWGFX was incepted earlier than JORRX: CWGFX (24 years) vs JORRX (15 years). 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 : 19.02 vs. JORRX (16.60). CWGFX return over 5 years is better than : 38.62 vs. JORRX (25.74).
| CWGFX | JORRX | CWGFX / JORRX | |
| 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 | 16.466 | 79% |
| 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 | 0.40 | 411% |
| Returns for 1 year | 19.02 | 16.60 | 115% |
| Returns for 3 years | 3.12 | -4.87 | -64% |
| Returns for 5 years | 38.62 | 25.74 | 150% |
| Returns for 10 years | 49.28 | 47.40 | 104% |