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CWIAX vs JLFSX
CWIAX vs JLFSX Comparison
Open Charts CWIAX vs JLFSX
American Funds Capital World Gr&Inc 529A
Price$76.23
Change+$0.56 (+0.74%)
VolumeN/A
Net Assets142.78B
JHancock Global Climate Action I
Price$12.78
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets6.81M
CWIAX vs JLFSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 143B vs. JLFSX (6.81M). CWIAX pays higher dividends than JLFSX: CWIAX (1.39) vs JLFSX (0.37). CWIAX was incepted earlier than JLFSX: CWIAX (24 years) vs JLFSX (2 years). JLFSX (3.80) is less costly to investors than CWIAX (0.78). JLFSX is a more actively managed with annual turnover of: 84.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than JLFSX: CWIAX (250) vs JLFSX (250000). CWIAX annual gain was more profitable for investors over the last year : 13.67 vs. JLFSX (8.30).
| CWIAX | JLFSX | CWIAX / JLFSX | |
| Total Expense Ratio | 0.78 | 0.95 | 82% |
| Annual Report Gross Expense Ratio | 0.78 | 3.80 | 21% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | 21.796 | 16.182 | 135% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 6.81M | 2,099,853% |
| Annual Yield % from dividends | 1.39 | 0.37 | 374% |
| Returns for 1 year | 13.67 | 8.30 | 165% |
| Returns for 3 years | 66.08 | N/A | - |
| Returns for 5 years | 56.59 | N/A | - |
| Returns for 10 years | 100.83 | N/A | - |
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