Interact to see
Advertisement
Advertisement
CWIAX vs JLFSX
CWIAX vs JLFSX Comparison
Open Charts CWIAX vs JLFSX
American Funds Capital World Gr&Inc 529A
Price$74.51
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets139.3B
JHancock Global Climate Action I
Price$12.43
Change-$0.07 (-0.56%)
VolumeN/A
Net Assets6.61M
CWIAX vs JLFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. JLFSX (6.61M). CWIAX pays higher dividends than JLFSX: CWIAX (1.43) vs JLFSX (0.38). 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 : 13.94 vs. JLFSX (5.69).
| 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 | 18.736 | 13.000 | 144% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 6.61M | 2,101,920% |
| Annual Yield % from dividends | 1.43 | 0.38 | 376% |
| Returns for 1 year | 13.94 | 5.69 | 245% |
| Returns for 3 years | 57.23 | N/A | - |
| Returns for 5 years | 56.21 | N/A | - |
| Returns for 10 years | 102.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement