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CWIEX vs JORAX
CWIEX vs JORAX Comparison
Open Charts CWIEX vs JORAX
American Funds Capital World Gr&Inc 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Janus Henderson Global Select A
Price$20.95
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets3.12B
CWIEX vs JORAX Comparison Chart in %
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CWIEX vs. JORAX 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 CWIEX is a Hold and JORAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. JORAX (3.12B). CWIEX pays higher dividends than JORAX: CWIEX (1.15) 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 : 11.90 vs. JORAX (5.16). CWIEX return over 5 years is better than : 43.18 vs. JORAX (27.21).
| 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 | 18.687 | 15.682 | 119% |
| Front Load | N/A | 6% | - |
| 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 | 1.15 | 0.76 | 150% |
| Returns for 1 year | 11.90 | 5.16 | 230% |
| Returns for 3 years | 50.53 | 32.87 | 154% |
| Returns for 5 years | 43.18 | 27.21 | 159% |
| Returns for 10 years | 91.78 | 70.63 | 130% |
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