Interact to see
Advertisement
Advertisement
CWIAX vs JORAX
CWIAX vs JORAX Comparison
Open Charts CWIAX vs JORAX
American Funds Capital World Gr&Inc 529A
Price$71.05
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
Janus Henderson Global Select A
Price$20.33
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets3.01B
CWIAX vs JORAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. JORAX commentary
Aug 07, 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 CWIAX is a StrongBuy and JORAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 134B vs. JORAX (3.01B). CWIAX pays higher dividends than JORAX: CWIAX (1.46) vs JORAX (0.80). CWIAX was incepted earlier than JORAX: CWIAX (23 years) vs JORAX (16 years). JORAX (1.02) is less costly to investors than CWIAX (0.78). JORAX is a more actively managed with annual turnover of: 36.00 vs. CWIAX (27.00). JORAX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than JORAX: CWIAX (250) vs JORAX (2500). CWIAX annual gain was more profitable for investors over the last year : 15.76 vs. JORAX (12.09). CWIAX return over 5 years is better than : 49.68 vs. JORAX (36.20).
| CWIAX | JORAX | CWIAX / JORAX | |
| Total Expense Ratio | 0.78 | 1.02 | 76% |
| Annual Report Gross Expense Ratio | 0.78 | 1.02 | 76% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 13.222 | 12.258 | 108% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 3.01B | 4,459% |
| Annual Yield % from dividends | 1.46 | 0.80 | 182% |
| Returns for 1 year | 15.76 | 12.09 | 130% |
| Returns for 3 years | 44.28 | 29.82 | 148% |
| Returns for 5 years | 49.68 | 36.20 | 137% |
| Returns for 10 years | 81.06 | 57.49 | 141% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement