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CWIEX vs JORIX
CWIEX vs JORIX Comparison
Open Charts CWIEX vs JORIX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Janus Henderson Global Select S
Price$20.82
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORIX Comparison Chart in %
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CWIEX vs. JORIX commentary
Aug 17, 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 JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. JORIX (3.01B). CWIEX pays higher dividends than JORIX: CWIEX (1.25) vs JORIX (0.59). 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: 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 : 11.15 vs. JORIX (5.46). CWIEX return over 5 years is better than : 49.58 vs. JORIX (35.45).
| 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 | 15.312 | 13.979 | 110% |
| 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 | 1.25 | 0.59 | 212% |
| Returns for 1 year | 11.15 | 5.46 | 204% |
| Returns for 3 years | 41.58 | 25.54 | 163% |
| Returns for 5 years | 49.58 | 35.45 | 140% |
| Returns for 10 years | 81.77 | 57.16 | 143% |