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CWIAX vs JORCX
CWIAX vs JORCX Comparison
Open Charts CWIAX vs JORCX
American Funds Capital World Gr&Inc 529A
Price$71.05
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
Janus Henderson Global Select C
Price$18.99
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets3.01B
CWIAX vs JORCX Comparison Chart in %
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CWIAX vs. JORCX 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 JORCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 134B vs. JORCX (3.01B). CWIAX pays higher dividends than JORCX: CWIAX (1.46) vs JORCX (0.23). CWIAX was incepted earlier than JORCX: CWIAX (23 years) vs JORCX (16 years). JORCX (2.21) is less costly to investors than CWIAX (0.78). JORCX is a more actively managed with annual turnover of: 36.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than JORCX: CWIAX (250) vs JORCX (2500). CWIAX annual gain was more profitable for investors over the last year : 15.76 vs. JORCX (9.25). CWIAX return over 5 years is better than : 49.68 vs. JORCX (28.67).
| CWIAX | JORCX | CWIAX / JORCX | |
| Total Expense Ratio | 0.78 | 1.90 | 41% |
| Annual Report Gross Expense Ratio | 0.78 | 2.21 | 35% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 13.222 | 11.622 | 114% |
| Front Load | 4% | N/A | - |
| 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 | 0.23 | 638% |
| Returns for 1 year | 15.76 | 9.25 | 170% |
| Returns for 3 years | 44.28 | 25.29 | 175% |
| Returns for 5 years | 49.68 | 28.67 | 173% |
| Returns for 10 years | 81.06 | 41.52 | 195% |
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