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CWIAX vs JLFSX
CWIAX vs JLFSX Comparison
Open Charts CWIAX vs JLFSX
American Funds Capital World Gr&Inc 529A
Price$70.62
Change-$0.37 (-0.52%)
VolumeN/A
Net Assets135.01B
JHancock Global Climate Action I
Price$12.16
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets6.5M
CWIAX vs JLFSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. JLFSX (6.5M). CWIAX pays higher dividends than JLFSX: CWIAX (1.46) vs JLFSX (0.38). CWIAX was incepted earlier than JLFSX: CWIAX (23 years) vs JLFSX (2 years). JLFSX (4.85) 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 : 15.90 vs. JLFSX (10.87).
| CWIAX | JLFSX | CWIAX / JLFSX | |
| Total Expense Ratio | 0.78 | 0.96 | 81% |
| Annual Report Gross Expense Ratio | 0.78 | 4.85 | 16% |
| Fund Existence | 23 years | 2 years | - |
| Gain YTD | 12.537 | 10.909 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 6.5M | 2,075,965% |
| Annual Yield % from dividends | 1.46 | 0.38 | 381% |
| Returns for 1 year | 15.90 | 10.87 | 146% |
| Returns for 3 years | 43.40 | N/A | - |
| Returns for 5 years | 47.94 | N/A | - |
| Returns for 10 years | 79.96 | N/A | - |
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