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CWIAX vs JORIX
CWIAX vs JORIX Comparison
Open Charts CWIAX vs JORIX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Janus Henderson Global Select S
Price$21.05
Change-$0.21 (-0.99%)
VolumeN/A
Net Assets3.12B
CWIAX vs JORIX Comparison Chart in %
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CWIAX vs. JORIX commentary
Nov 20, 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 Hold and JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. JORIX (3.12B). CWIAX pays higher dividends than JORIX: CWIAX (1.36) vs JORIX (0.56). CWIAX was incepted earlier than JORIX: CWIAX (24 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: 36.00 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 : 12.18 vs. JORIX (6.12). CWIAX return over 5 years is better than : 44.89 vs. JORIX (25.76).
| CWIAX | JORIX | CWIAX / JORIX | |
| Total Expense Ratio | 0.78 | 1.32 | 59% |
| Annual Report Gross Expense Ratio | 0.78 | 2.75 | 28% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 18.952 | 15.850 | 120% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 3.12B | 4,449% |
| Annual Yield % from dividends | 1.36 | 0.56 | 241% |
| Returns for 1 year | 12.18 | 6.12 | 199% |
| Returns for 3 years | 51.61 | 32.41 | 159% |
| Returns for 5 years | 44.89 | 25.76 | 174% |
| Returns for 10 years | 96.19 | 67.21 | 143% |
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