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CWGFX vs JORRX
CWGFX vs JORRX Comparison
Open Charts CWGFX vs JORRX
American Funds Capital World Gr&Inc F1
Price$63.17
Change-$0.31 (-0.49%)
VolumeN/A
CapitalizationN/A
Janus Henderson Global Select R
Price$17.68
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
CWGFX vs JORRX Comparison Chart
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CWGFX vs. JORRX commentary
Dec 21, 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 Hold and JORRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. JORRX (2.93B). 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 (9.24) and JORRX (9.21) have marching annual gain over last year. CWGFX return over 5 years is better than : 27.97 vs. JORRX (14.21).
| 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 | 7.054 | 6.911 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.93B | 4,272% |
| Annual Yield % from dividends | 1.64 | 0.40 | 411% |
| Returns for 1 year | 9.24 | 9.21 | 100% |
| Returns for 3 years | 7.50 | 6.27 | 120% |
| Returns for 5 years | 27.97 | 14.21 | 197% |
| Returns for 10 years | 43.00 | 35.40 | 121% |
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