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CWIEX vs JORFX
CWIEX vs JORFX Comparison
Open Charts CWIEX vs JORFX
American Funds Capital World Gr&Inc 529E
Price$74.73
Change+$0.93 (+1.26%)
VolumeN/A
Net Assets137.72B
Janus Henderson Global Select I
Price$20.90
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets3.12B
CWIEX vs JORFX Comparison Chart in %
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CWIEX vs. JORFX commentary
Nov 25, 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: 138B vs. JORFX (3.12B). CWIEX pays higher dividends than JORFX: CWIEX (1.15) 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 : 11.74 vs. JORFX (4.39). CWIEX return over 5 years is better than : 41.92 vs. JORFX (25.45).
| 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 | 19.342 | 16.047 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 3.12B | 4,417% |
| Annual Yield % from dividends | 1.15 | 0.99 | 116% |
| Returns for 1 year | 11.74 | 4.39 | 267% |
| Returns for 3 years | 49.11 | 31.50 | 156% |
| Returns for 5 years | 41.92 | 25.45 | 165% |
| Returns for 10 years | 93.56 | 73.37 | 128% |
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