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CWIEX vs JORAX
CWIEX vs JORAX Comparison
Open Charts CWIEX vs JORAX
American Funds Capital World Gr&Inc 529E
Price$74.37
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets139.3B
Janus Henderson Global Select A
Price$20.93
Change-$0.05 (-0.24%)
VolumeN/A
Net Assets3.05B
CWIEX vs JORAX Comparison Chart in %
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CWIEX vs. JORAX commentary
Sep 15, 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 StrongBuy and JORAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. JORAX (3.05B). CWIEX pays higher dividends than JORAX: CWIEX (1.22) vs JORAX (0.79). 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 : 13.67 vs. JORAX (8.69). CWIEX return over 5 years is better than : 54.41 vs. JORAX (39.05).
| 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 | 18.531 | 15.572 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 3.05B | 4,559% |
| Annual Yield % from dividends | 1.22 | 0.79 | 155% |
| Returns for 1 year | 13.67 | 8.69 | 157% |
| Returns for 3 years | 56.10 | 37.24 | 151% |
| Returns for 5 years | 54.41 | 39.05 | 139% |
| Returns for 10 years | 98.03 | 74.29 | 132% |
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