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CWIAX vs JORIX
CWIAX vs JORIX Comparison
Open Charts CWIAX vs JORIX
American Funds Capital World Gr&Inc 529A
Price$66.15
Change+$1.29 (+1.99%)
VolumeN/A
Net Assets124.97B
Janus Henderson Global Select S
Price$18.75
Change+$0.45 (+2.46%)
VolumeN/A
Net Assets2.65B
CWIAX vs JORIX Comparison Chart
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CWIAX vs. JORIX commentary
May 13, 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 JORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 125B vs. JORIX (2.65B). CWIAX pays higher dividends than JORIX: CWIAX (1.61) vs JORIX (0.67). CWIAX was incepted earlier than JORIX: CWIAX (23 years) vs JORIX (16 years). JORIX (2.75) is less costly to investors than CWIAX (0.78). JORIX is a more actively managed with annual turnover of: 46.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than JORIX: CWIAX (250) vs JORIX (2500). CWIAX annual gain was more profitable for investors over the last year : 1.82 vs. JORIX (-5.86). CWIAX return over 5 years is better than : 59.13 vs. JORIX (48.12).
| CWIAX | JORIX | CWIAX / JORIX | |
| Total Expense Ratio | 0.78 | 1.32 | 59% |
| Annual Report Gross Expense Ratio | 0.78 | 2.75 | 28% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 2.839 | 0.715 | 397% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.65B | 4,715% |
| Annual Yield % from dividends | 1.61 | 0.67 | 242% |
| Returns for 1 year | 1.82 | -5.86 | -31% |
| Returns for 3 years | 29.99 | 14.61 | 205% |
| Returns for 5 years | 59.13 | 48.12 | 123% |
| Returns for 10 years | 59.55 | 31.03 | 192% |
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