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CWIFX vs JLFSX
CWIFX vs JLFSX Comparison
Open Charts CWIFX vs JLFSX
American Funds Capital World Gr&Inc 529F
Price$70.64
Change-$0.37 (-0.52%)
VolumeN/A
Net Assets135.01B
JHancock Global Climate Action I
Price$12.16
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets6.5M
CWIFX vs JLFSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 135B vs. JLFSX (6.5M). CWIFX pays higher dividends than JLFSX: CWIFX (1.60) vs JLFSX (0.38). CWIFX was incepted earlier than JLFSX: CWIFX (23 years) vs JLFSX (2 years). JLFSX (4.85) 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 : 16.08 vs. JLFSX (10.87).
| CWIFX | JLFSX | CWIFX / JLFSX | |
| Total Expense Ratio | 0.86 | 0.96 | 90% |
| Annual Report Gross Expense Ratio | 0.86 | 4.85 | 18% |
| Fund Existence | 23 years | 2 years | - |
| Gain YTD | 12.637 | 10.909 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 6.5M | 2,075,965% |
| Annual Yield % from dividends | 1.60 | 0.38 | 418% |
| Returns for 1 year | 16.08 | 10.87 | 148% |
| Returns for 3 years | 44.05 | N/A | - |
| Returns for 5 years | 49.15 | N/A | - |
| Returns for 10 years | 83.51 | N/A | - |
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