Interact to see
Advertisement
Advertisement
CWIEX vs JORFX
CWIEX vs JORFX Comparison
Open Charts CWIEX vs JORFX
American Funds Capital World Gr&Inc 529E
Price$71.10
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
Janus Henderson Global Select I
Price$20.37
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. JORFX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 135B vs. JORFX (3.01B). CWIEX pays higher dividends than JORFX: CWIEX (1.25) vs JORFX (1.04). CWIEX was incepted earlier than JORFX: CWIEX (23 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 : 16.09 vs. JORFX (12.04). CWIEX return over 5 years is better than : 48.28 vs. JORFX (38.96).
| CWIEX | JORFX | CWIEX / JORFX | |
| Total Expense Ratio | 1.00 | 0.80 | 125% |
| Annual Report Gross Expense Ratio | 1.00 | 0.80 | 125% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 13.319 | 13.104 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 3.01B | 4,493% |
| Annual Yield % from dividends | 1.25 | 1.04 | 121% |
| Returns for 1 year | 16.09 | 12.04 | 134% |
| Returns for 3 years | 43.06 | 31.20 | 138% |
| Returns for 5 years | 48.28 | 38.96 | 124% |
| Returns for 10 years | 75.67 | 58.76 | 129% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement