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CWIAX vs JORFX
CWIAX vs JORFX Comparison
Open Charts CWIAX vs JORFX
American Funds Capital World Gr&Inc 529A
Price$75.51
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
Janus Henderson Global Select I
Price$21.44
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets3.05B
CWIAX vs JORFX Comparison Chart in %
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CWIAX vs. JORFX commentary
Oct 09, 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 JORFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. JORFX (3.05B). CWIAX pays higher dividends than JORFX: CWIAX (1.39) 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 : 12.23 vs. JORFX (7.71). CWIAX return over 5 years is better than : 55.37 vs. JORFX (40.02).
| 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 | 20.645 | 19.378 | 107% |
| Front Load | 4% | N/A | - |
| 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 | 0.99 | 140% |
| Returns for 1 year | 12.23 | 7.71 | 159% |
| Returns for 3 years | 70.18 | 51.52 | 136% |
| Returns for 5 years | 55.37 | 40.02 | 138% |
| Returns for 10 years | 101.41 | 79.57 | 127% |
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