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CWIEX vs JLFSX
CWIEX vs JLFSX Comparison
Open Charts CWIEX vs JLFSX
American Funds Capital World Gr&Inc 529E
Price$70.50
Change-$0.37 (-0.52%)
VolumeN/A
Net Assets135.01B
JHancock Global Climate Action I
Price$12.16
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets6.5M
CWIEX vs JLFSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 135B vs. JLFSX (6.5M). CWIEX pays higher dividends than JLFSX: CWIEX (1.25) vs JLFSX (0.38). CWIEX was incepted earlier than JLFSX: CWIEX (23 years) vs JLFSX (2 years). JLFSX (4.85) is less costly to investors than CWIEX (1.00). JLFSX is a more actively managed with annual turnover of: 84.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than JLFSX: CWIEX (250) vs JLFSX (250000). CWIEX annual gain was more profitable for investors over the last year : 15.62 vs. JLFSX (10.87).
| CWIEX | JLFSX | CWIEX / JLFSX | |
| Total Expense Ratio | 1.00 | 0.96 | 104% |
| Annual Report Gross Expense Ratio | 1.00 | 4.85 | 21% |
| Fund Existence | 23 years | 2 years | - |
| Gain YTD | 12.363 | 10.909 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 6.5M | 2,075,965% |
| Annual Yield % from dividends | 1.25 | 0.38 | 326% |
| Returns for 1 year | 15.62 | 10.87 | 144% |
| Returns for 3 years | 42.37 | N/A | - |
| Returns for 5 years | 46.21 | N/A | - |
| Returns for 10 years | 75.92 | N/A | - |
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