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CWIAX vs JORFX
CWIAX vs JORFX Comparison
Open Charts CWIAX vs JORFX
American Funds Capital World Gr&Inc 529A
Price$71.22
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
Janus Henderson Global Select I
Price$20.37
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets3.01B
CWIAX vs JORFX Comparison Chart in %
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CWIAX vs. JORFX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. JORFX (3.01B). CWIAX pays higher dividends than JORFX: CWIAX (1.46) vs JORFX (1.04). CWIAX was incepted earlier than JORFX: CWIAX (23 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 : 16.39 vs. JORFX (12.04). CWIAX return over 5 years is better than : 50.03 vs. JORFX (38.96).
| CWIAX | JORFX | CWIAX / JORFX | |
| Total Expense Ratio | 0.78 | 0.80 | 98% |
| Annual Report Gross Expense Ratio | 0.78 | 0.80 | 98% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 13.493 | 13.104 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 3.01B | 4,493% |
| Annual Yield % from dividends | 1.46 | 1.04 | 141% |
| Returns for 1 year | 16.39 | 12.04 | 136% |
| Returns for 3 years | 44.09 | 31.20 | 141% |
| Returns for 5 years | 50.03 | 38.96 | 128% |
| Returns for 10 years | 79.70 | 58.76 | 136% |
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