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CWIAX vs JORAX
CWIAX vs JORAX Comparison
Open Charts CWIAX vs JORAX
American Funds Capital World Gr&Inc 529A
Price$75.81
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
Janus Henderson Global Select A
Price$21.58
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets3.05B
CWIAX vs JORAX Comparison Chart in %
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CWIAX vs. JORAX commentary
Oct 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 Buy and JORAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. JORAX (3.05B). CWIAX pays higher dividends than JORAX: CWIAX (1.39) vs JORAX (0.76). CWIAX was incepted earlier than JORAX: CWIAX (24 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 : 12.23 vs. JORAX (6.57). CWIAX return over 5 years is better than : 56.88 vs. JORAX (39.83).
| CWIAX | JORAX | CWIAX / JORAX | |
| Total Expense Ratio | 0.78 | 1.02 | 76% |
| Annual Report Gross Expense Ratio | 0.78 | 1.02 | 76% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 21.124 | 19.271 | 110% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.05B | 4,657% |
| Annual Yield % from dividends | 1.39 | 0.76 | 182% |
| Returns for 1 year | 12.23 | 6.57 | 186% |
| Returns for 3 years | 70.85 | 50.80 | 139% |
| Returns for 5 years | 56.88 | 39.83 | 143% |
| Returns for 10 years | 102.21 | 77.00 | 133% |
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