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CWIEX vs JORFX
CWIEX vs JORFX Comparison
Open Charts CWIEX vs JORFX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Janus Henderson Global Select I
Price$20.60
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORFX Comparison Chart in %
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CWIEX vs. JORFX commentary
Sep 06, 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 JORFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. JORFX (3.01B). CWIEX pays higher dividends than JORFX: CWIEX (1.22) vs JORFX (1.02). 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 : 12.35 vs. JORFX (8.24). CWIEX return over 5 years is better than : 48.46 vs. JORFX (37.03).
| 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 | 15.455 | 14.436 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.01B | 4,551% |
| Annual Yield % from dividends | 1.22 | 1.02 | 120% |
| Returns for 1 year | 12.35 | 8.24 | 150% |
| Returns for 3 years | 53.72 | 38.09 | 141% |
| Returns for 5 years | 48.46 | 37.03 | 131% |
| Returns for 10 years | 93.37 | 75.21 | 124% |
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