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CWIEX vs JORAX
CWIEX vs JORAX Comparison
Open Charts CWIEX vs JORAX
American Funds Capital World Gr&Inc 529E
Price$70.93
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
Janus Henderson Global Select A
Price$20.40
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORAX Comparison Chart in %
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CWIEX vs. JORAX commentary
Aug 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 StrongBuy and JORAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 134B vs. JORAX (3.01B). CWIEX pays higher dividends than JORAX: CWIEX (1.25) vs JORAX (0.80). CWIEX was incepted earlier than JORAX: CWIEX (23 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 : 15.48 vs. JORAX (10.88). CWIEX return over 5 years is better than : 47.92 vs. JORAX (36.64).
| CWIEX | JORAX | CWIEX / JORAX | |
| Total Expense Ratio | 1.00 | 1.02 | 98% |
| Annual Report Gross Expense Ratio | 1.00 | 1.02 | 98% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 13.048 | 12.258 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 3.01B | 4,459% |
| Annual Yield % from dividends | 1.25 | 0.80 | 156% |
| Returns for 1 year | 15.48 | 10.88 | 142% |
| Returns for 3 years | 43.24 | 29.82 | 145% |
| Returns for 5 years | 47.92 | 36.64 | 131% |
| Returns for 10 years | 77.00 | 57.49 | 134% |
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