Interact to see
Advertisement
Advertisement
CWIFX vs JLFSX
CWIFX vs JLFSX Comparison
Open Charts CWIFX vs JLFSX
American Funds Capital World Gr&Inc 529F
Price$76.24
Change+$0.55 (+0.73%)
VolumeN/A
Net Assets142.78B
JHancock Global Climate Action I
Price$12.78
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets6.81M
CWIFX vs JLFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 143B vs. JLFSX (6.81M). CWIFX pays higher dividends than JLFSX: CWIFX (1.53) vs JLFSX (0.37). CWIFX was incepted earlier than JLFSX: CWIFX (23 years) vs JLFSX (2 years). JLFSX (3.80) is less costly to investors than CWIFX (0.86). JLFSX is a more actively managed with annual turnover of: 84.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than JLFSX: CWIFX (250) vs JLFSX (250000). CWIFX annual gain was more profitable for investors over the last year : 13.83 vs. JLFSX (8.30).
| CWIFX | JLFSX | CWIFX / JLFSX | |
| Total Expense Ratio | 0.86 | 0.95 | 91% |
| Annual Report Gross Expense Ratio | 0.86 | 3.80 | 23% |
| Fund Existence | 23 years | 2 years | - |
| Gain YTD | 21.931 | 16.182 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 6.81M | 2,099,853% |
| Annual Yield % from dividends | 1.53 | 0.37 | 411% |
| Returns for 1 year | 13.83 | 8.30 | 167% |
| Returns for 3 years | 66.80 | N/A | - |
| Returns for 5 years | 57.82 | N/A | - |
| Returns for 10 years | 104.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement