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CWGFX vs JORRX
CWGFX vs JORRX Comparison
Open Charts CWGFX vs JORRX
American Funds Capital World Gr&Inc F1
Price$74.64
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets139.3B
Janus Henderson Global Select R
Price$20.36
Change-$0.05 (-0.24%)
VolumeN/A
Net Assets3.05B
CWGFX vs JORRX Comparison Chart in %
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CWGFX vs. JORRX commentary
Sep 14, 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 JORRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. JORRX (3.05B). CWGFX pays higher dividends than JORRX: CWGFX (1.39) vs JORRX (0.58). CWGFX was incepted earlier than JORRX: CWGFX (25 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: 36.00 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 : 13.92 vs. JORRX (8.20). CWGFX return over 5 years is better than : 52.06 vs. JORRX (34.85).
| CWGFX | JORRX | CWGFX / JORRX | |
| Total Expense Ratio | 0.80 | 1.57 | 51% |
| Annual Report Gross Expense Ratio | 0.80 | 2.98 | 27% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 18.690 | 15.441 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 3.05B | 4,559% |
| Annual Yield % from dividends | 1.39 | 0.58 | 239% |
| Returns for 1 year | 13.92 | 8.20 | 170% |
| Returns for 3 years | 56.15 | 34.94 | 161% |
| Returns for 5 years | 52.06 | 34.85 | 149% |
| Returns for 10 years | 78.80 | 64.51 | 122% |
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