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CWIAX vs JORAX
CWIAX vs JORAX Comparison
Open Charts CWIAX vs JORAX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Janus Henderson Global Select A
Price$20.95
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets3.12B
CWIAX vs JORAX Comparison Chart in %
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CWIAX vs. JORAX commentary
Nov 20, 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 Hold and JORAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. JORAX (3.12B). CWIAX pays higher dividends than JORAX: CWIAX (1.36) 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 : 12.18 vs. JORAX (5.16). CWIAX return over 5 years is better than : 44.89 vs. JORAX (27.21).
| 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 | 18.952 | 15.682 | 121% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 3.12B | 4,449% |
| Annual Yield % from dividends | 1.36 | 0.76 | 178% |
| Returns for 1 year | 12.18 | 5.16 | 236% |
| Returns for 3 years | 51.61 | 32.87 | 157% |
| Returns for 5 years | 44.89 | 27.21 | 165% |
| Returns for 10 years | 96.19 | 70.63 | 136% |
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