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CWIAX vs JORRX
CWIAX vs JORRX Comparison
Open Charts CWIAX vs JORRX
American Funds Capital World Gr&Inc 529A
Price$64.86
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
Janus Henderson Global Select R
Price$17.79
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.65B
CWIAX vs JORRX Comparison Chart
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CWIAX vs. JORRX commentary
May 12, 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 JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 125B vs. JORRX (2.65B). CWIAX pays higher dividends than JORRX: CWIAX (1.61) vs JORRX (0.67). CWIAX was incepted earlier than JORRX: CWIAX (23 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: 46.00 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 : 2.18 vs. JORRX (-6.23). CWIAX return over 5 years is better than : 55.52 vs. JORRX (39.88).
| CWIAX | JORRX | CWIAX / JORRX | |
| Total Expense Ratio | 0.78 | 1.57 | 50% |
| Annual Report Gross Expense Ratio | 0.78 | 2.98 | 26% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 2.839 | 0.622 | 456% |
| 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 | 241% |
| Returns for 1 year | 2.18 | -6.23 | -35% |
| Returns for 3 years | 32.55 | 15.58 | 209% |
| Returns for 5 years | 55.52 | 39.88 | 139% |
| Returns for 10 years | 61.83 | 28.68 | 216% |
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