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CWIEX vs JORIX
CWIEX vs JORIX Comparison
Open Charts CWIEX vs JORIX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Janus Henderson Global Select S
Price$21.05
Change-$0.21 (-0.99%)
VolumeN/A
Net Assets3.12B
CWIEX vs JORIX Comparison Chart in %
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CWIEX vs. JORIX commentary
Nov 20, 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 Hold and JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. JORIX (3.12B). CWIEX pays higher dividends than JORIX: CWIEX (1.15) vs JORIX (0.56). CWIEX was incepted earlier than JORIX: CWIEX (24 years) vs JORIX (16 years). JORIX (2.75) is less costly to investors than CWIEX (1.00). JORIX is a more actively managed with annual turnover of: 36.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than JORIX: CWIEX (250) vs JORIX (2500). CWIEX annual gain was more profitable for investors over the last year : 11.86 vs. JORIX (6.12). CWIEX return over 5 years is better than : 42.92 vs. JORIX (25.76).
| CWIEX | JORIX | CWIEX / JORIX | |
| Total Expense Ratio | 1.00 | 1.32 | 76% |
| Annual Report Gross Expense Ratio | 1.00 | 2.75 | 36% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 18.591 | 15.850 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 3.12B | 4,481% |
| Annual Yield % from dividends | 1.15 | 0.56 | 204% |
| Returns for 1 year | 11.86 | 6.12 | 194% |
| Returns for 3 years | 50.41 | 32.41 | 156% |
| Returns for 5 years | 42.92 | 25.76 | 167% |
| Returns for 10 years | 91.62 | 67.21 | 136% |
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