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CWIEX vs JLFSX
CWIEX vs JLFSX Comparison
Open Charts CWIEX vs JLFSX
American Funds Capital World Gr&Inc 529E
Price$76.11
Change+$0.56 (+0.74%)
VolumeN/A
Net Assets142.78B
JHancock Global Climate Action I
Price$12.78
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets6.81M
CWIEX vs JLFSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 143B vs. JLFSX (6.81M). CWIEX pays higher dividends than JLFSX: CWIEX (1.17) vs JLFSX (0.37). CWIEX was incepted earlier than JLFSX: CWIEX (24 years) vs JLFSX (2 years). JLFSX (3.80) 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 : 13.38 vs. JLFSX (8.30).
| CWIEX | JLFSX | CWIEX / JLFSX | |
| Total Expense Ratio | 1.00 | 0.95 | 105% |
| Annual Report Gross Expense Ratio | 1.00 | 3.80 | 26% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | 21.546 | 16.182 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 6.81M | 2,099,853% |
| Annual Yield % from dividends | 1.17 | 0.37 | 316% |
| Returns for 1 year | 13.38 | 8.30 | 161% |
| Returns for 3 years | 64.88 | N/A | - |
| Returns for 5 years | 54.75 | N/A | - |
| Returns for 10 years | 96.31 | N/A | - |
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