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CWIEX vs JORAX
CWIEX vs JORAX Comparison
Open Charts CWIEX vs JORAX
American Funds Capital World Gr&Inc 529E
Price$75.70
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
Janus Henderson Global Select A
Price$21.58
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets3.05B
CWIEX vs JORAX Comparison Chart in %
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CWIEX vs. JORAX commentary
Oct 07, 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 CWIEX is a Buy and JORAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. JORAX (3.05B). CWIEX pays higher dividends than JORAX: CWIEX (1.17) vs JORAX (0.76). CWIEX was incepted earlier than JORAX: CWIEX (24 years) vs JORAX (16 years). JORAX (1.02) and CWIEX (1.00) have similar cost to investors . JORAX is a more actively managed with annual turnover of: 36.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than JORAX: CWIEX (250) vs JORAX (2500). CWIEX annual gain was more profitable for investors over the last year : 11.97 vs. JORAX (6.57). CWIEX return over 5 years is better than : 55.06 vs. JORAX (39.83).
| CWIEX | JORAX | CWIEX / JORAX | |
| Total Expense Ratio | 1.00 | 1.02 | 98% |
| Annual Report Gross Expense Ratio | 1.00 | 1.02 | 98% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 20.891 | 19.271 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.05B | 4,657% |
| Annual Yield % from dividends | 1.17 | 0.76 | 154% |
| Returns for 1 year | 11.97 | 6.57 | 182% |
| Returns for 3 years | 69.64 | 50.80 | 137% |
| Returns for 5 years | 55.06 | 39.83 | 138% |
| Returns for 10 years | 97.69 | 77.00 | 127% |
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