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CWIAX vs JORIX
CWIAX vs JORIX Comparison
Open Charts CWIAX vs JORIX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Janus Henderson Global Select S
Price$20.82
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets3.01B
CWIAX vs JORIX Comparison Chart in %
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CWIAX vs. JORIX commentary
Aug 16, 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 JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. JORIX (3.01B). CWIAX pays higher dividends than JORIX: CWIAX (1.46) vs JORIX (0.59). 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 : 11.41 vs. JORIX (5.46). CWIAX return over 5 years is better than : 51.32 vs. JORIX (35.45).
| 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 | 15.485 | 13.979 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.01B | 4,551% |
| Annual Yield % from dividends | 1.46 | 0.59 | 248% |
| Returns for 1 year | 11.41 | 5.46 | 209% |
| Returns for 3 years | 42.58 | 25.54 | 167% |
| Returns for 5 years | 51.32 | 35.45 | 145% |
| Returns for 10 years | 85.94 | 57.16 | 150% |
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