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CWIEX vs JORIX
CWIEX vs JORIX Comparison
Open Charts CWIEX vs JORIX
American Funds Capital World Gr&Inc 529E
Price$66.04
Change+$1.28 (+1.98%)
VolumeN/A
Net Assets124.97B
Janus Henderson Global Select S
Price$18.75
Change+$0.45 (+2.46%)
VolumeN/A
Net Assets2.65B
CWIEX vs JORIX Comparison Chart
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CWIEX vs. JORIX commentary
May 13, 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 JORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 125B vs. JORIX (2.65B). CWIEX pays higher dividends than JORIX: CWIEX (1.38) vs JORIX (0.67). CWIEX was incepted earlier than JORIX: CWIEX (23 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: 46.00 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 : 1.58 vs. JORIX (-5.86). CWIEX return over 5 years is better than : 57.31 vs. JORIX (48.12).
| CWIEX | JORIX | CWIEX / JORIX | |
| Total Expense Ratio | 1.00 | 1.32 | 76% |
| Annual Report Gross Expense Ratio | 1.00 | 2.75 | 36% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 2.755 | 0.715 | 385% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.65B | 4,715% |
| Annual Yield % from dividends | 1.38 | 0.67 | 207% |
| Returns for 1 year | 1.58 | -5.86 | -27% |
| Returns for 3 years | 29.09 | 14.61 | 199% |
| Returns for 5 years | 57.31 | 48.12 | 119% |
| Returns for 10 years | 55.98 | 31.03 | 180% |
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