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CWIEX vs JORFX
CWIEX vs JORFX Comparison
Open Charts CWIEX vs JORFX
American Funds Capital World Gr&Inc 529E
Price$75.40
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
Janus Henderson Global Select I
Price$21.44
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets3.05B
CWIEX vs JORFX Comparison Chart in %
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CWIEX vs. JORFX commentary
Oct 09, 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 JORFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. JORFX (3.05B). CWIEX pays higher dividends than JORFX: CWIEX (1.17) vs JORFX (0.99). CWIEX was incepted earlier than JORFX: CWIEX (24 years) vs JORFX (16 years). CWIEX (1.00) is less costly to investors than JORFX (0.80). JORFX is a more actively managed with annual turnover of: 36.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than JORFX: CWIEX (250) vs JORFX (2500). CWIEX annual gain was more profitable for investors over the last year : 11.95 vs. JORFX (7.71). CWIEX return over 5 years is better than : 53.54 vs. JORFX (40.02).
| CWIEX | JORFX | CWIEX / JORFX | |
| Total Expense Ratio | 1.00 | 0.80 | 125% |
| Annual Report Gross Expense Ratio | 1.00 | 0.80 | 125% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 20.412 | 19.378 | 105% |
| Front Load | N/A | N/A | - |
| 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 | 0.99 | 119% |
| Returns for 1 year | 11.95 | 7.71 | 155% |
| Returns for 3 years | 68.97 | 51.52 | 134% |
| Returns for 5 years | 53.54 | 40.02 | 134% |
| Returns for 10 years | 96.90 | 79.57 | 122% |
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