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CWGFX vs JORRX
CWGFX vs JORRX Comparison
Open Charts CWGFX vs JORRX
American Funds Capital World Gr&Inc F1
Price$65.30
Change-$0.33 (-0.50%)
VolumeN/A
Net Assets127.38B
Janus Henderson Global Select R
Price$18.02
Change-$0.19 (-1.04%)
VolumeN/A
Net Assets2.88B
CWGFX vs JORRX Comparison Chart
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CWGFX vs. JORRX commentary
Mar 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 StrongBuy and JORRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. JORRX (2.88B). CWGFX pays higher dividends than JORRX: CWGFX (1.64) vs JORRX (0.40). CWGFX was incepted earlier than JORRX: CWGFX (24 years) vs JORRX (16 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 : 4.68 vs. JORRX (-0.75). CWGFX return over 5 years is better than : 37.86 vs. JORRX (22.99).
| CWGFX | JORRX | CWGFX / JORRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 3.029 | 1.923 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 2.88B | 4,416% |
| Annual Yield % from dividends | 1.64 | 0.40 | 411% |
| Returns for 1 year | 4.68 | -0.75 | -620% |
| Returns for 3 years | 19.84 | 7.80 | 254% |
| Returns for 5 years | 37.86 | 22.99 | 165% |
| Returns for 10 years | 45.54 | 33.73 | 135% |