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CWGFX vs JORRX
CWGFX vs JORRX Comparison
Open Charts CWGFX vs JORRX
American Funds Capital World Gr&Inc F1
Price$70.70
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets135.18B
Janus Henderson Global Select R
Price$19.61
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets2.86B
CWGFX vs JORRX Comparison Chart in %
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CWGFX vs. JORRX commentary
Jul 03, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. JORRX (2.86B). CWGFX pays higher dividends than JORRX: CWGFX (1.42) vs JORRX (0.59). CWGFX was incepted earlier than JORRX: CWGFX (24 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 : 9.90 vs. JORRX (1.87). CWGFX return over 5 years is better than : 51.71 vs. JORRX (40.48).
| CWGFX | JORRX | CWGFX / JORRX | |
| Total Expense Ratio | 0.80 | 1.57 | 51% |
| Annual Report Gross Expense Ratio | 0.80 | 2.98 | 27% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 12.791 | 11.086 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.86B | 4,722% |
| Annual Yield % from dividends | 1.42 | 0.59 | 239% |
| Returns for 1 year | 9.90 | 1.87 | 530% |
| Returns for 3 years | 49.05 | 31.39 | 156% |
| Returns for 5 years | 51.71 | 40.48 | 128% |
| Returns for 10 years | 59.90 | 43.58 | 137% |
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