Interact to see
Advertisement
Advertisement
CWIAX vs JORRX
CWIAX vs JORRX Comparison
Open Charts CWIAX vs JORRX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Janus Henderson Global Select R
Price$20.36
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets3.12B
CWIAX vs JORRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. JORRX 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 JORRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. JORRX (3.12B). CWIAX pays higher dividends than JORRX: CWIAX (1.36) 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 : 12.18 vs. JORRX (4.47). CWIAX return over 5 years is better than : 44.89 vs. JORRX (23.05).
| 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 | 18.952 | 15.158 | 125% |
| 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 | 240% |
| Returns for 1 year | 12.18 | 4.47 | 273% |
| Returns for 3 years | 51.61 | 30.35 | 170% |
| Returns for 5 years | 44.89 | 23.05 | 195% |
| Returns for 10 years | 96.19 | 60.71 | 158% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers