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CWIAX vs JORFX
CWIAX vs JORFX Comparison
Open Charts CWIAX vs JORFX
American Funds Capital World Gr&Inc 529A
Price$74.86
Change+$0.94 (+1.27%)
VolumeN/A
Net Assets137.72B
Janus Henderson Global Select I
Price$20.90
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets3.12B
CWIAX vs JORFX Comparison Chart in %
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CWIAX vs. JORFX commentary
Nov 25, 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 JORFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. JORFX (3.12B). CWIAX pays higher dividends than JORFX: CWIAX (1.36) vs JORFX (0.99). CWIAX was incepted earlier than JORFX: CWIAX (24 years) vs JORFX (16 years). JORFX (0.80) and CWIAX (0.78) have similar cost to investors . JORFX is a more actively managed with annual turnover of: 36.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than JORFX: CWIAX (250) vs JORFX (2500). CWIAX annual gain was more profitable for investors over the last year : 12.02 vs. JORFX (4.39). CWIAX return over 5 years is better than : 43.58 vs. JORFX (25.45).
| CWIAX | JORFX | CWIAX / JORFX | |
| Total Expense Ratio | 0.78 | 0.80 | 98% |
| Annual Report Gross Expense Ratio | 0.78 | 0.80 | 98% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 19.607 | 16.047 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 3.12B | 4,417% |
| Annual Yield % from dividends | 1.36 | 0.99 | 137% |
| Returns for 1 year | 12.02 | 4.39 | 274% |
| Returns for 3 years | 50.18 | 31.50 | 159% |
| Returns for 5 years | 43.58 | 25.45 | 171% |
| Returns for 10 years | 98.01 | 73.37 | 134% |
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