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CWGFX vs JORRX
CWGFX vs JORRX Comparison
Open Charts CWGFX vs JORRX
American Funds Capital World Gr&Inc F1
Price$73.92
Change-$1.92 (-2.53%)
VolumeN/A
Net Assets142.2B
Janus Henderson Global Select R
Price$20.48
Change-$0.49 (-2.34%)
VolumeN/A
Net Assets3.14B
CWGFX vs JORRX Comparison Chart in %
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CWGFX vs. JORRX commentary
Oct 11, 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 Hold and JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. JORRX (3.14B). CWGFX pays higher dividends than JORRX: CWGFX (1.35) vs JORRX (0.56). 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 : 9.20 vs. JORRX (6.30). CWGFX return over 5 years is better than : 47.24 vs. JORRX (32.92).
| 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 | 17.841 | 18.609 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.14B | 4,524% |
| Annual Yield % from dividends | 1.35 | 0.56 | 239% |
| Returns for 1 year | 9.20 | 6.30 | 146% |
| Returns for 3 years | 68.25 | 50.43 | 135% |
| Returns for 5 years | 47.24 | 32.92 | 143% |
| Returns for 10 years | 76.05 | 67.58 | 113% |
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