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CWIAX vs JORRX
CWIAX vs JORRX Comparison
Open Charts CWIAX vs JORRX
American Funds Capital World Gr&Inc 529A
Price$73.79
Change-$1.92 (-2.54%)
VolumeN/A
Net Assets142.2B
Janus Henderson Global Select R
Price$20.48
Change-$0.49 (-2.34%)
VolumeN/A
Net Assets3.14B
CWIAX vs JORRX Comparison Chart in %
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CWIAX vs. JORRX commentary
Oct 11, 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 JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. JORRX (3.14B). CWIAX pays higher dividends than JORRX: CWIAX (1.39) vs JORRX (0.56). CWIAX was incepted earlier than JORRX: CWIAX (24 years) vs JORRX (16 years). JORRX (2.98) is less costly to investors than CWIAX (0.78). JORRX is a more actively managed with annual turnover of: 36.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than JORRX: CWIAX (250) vs JORRX (2500). CWIAX annual gain was more profitable for investors over the last year : 9.24 vs. JORRX (6.30). CWIAX return over 5 years is better than : 50.70 vs. JORRX (32.92).
| CWIAX | JORRX | CWIAX / JORRX | |
| Total Expense Ratio | 0.78 | 1.57 | 50% |
| Annual Report Gross Expense Ratio | 0.78 | 2.98 | 26% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 17.897 | 18.609 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.14B | 4,524% |
| Annual Yield % from dividends | 1.39 | 0.56 | 246% |
| Returns for 1 year | 9.24 | 6.30 | 147% |
| Returns for 3 years | 69.45 | 50.43 | 138% |
| Returns for 5 years | 50.70 | 32.92 | 154% |
| Returns for 10 years | 98.77 | 67.58 | 146% |
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