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FCWGX vs JORIX
FCWGX vs JORIX Comparison
Open Charts FCWGX vs JORIX
American Funds Capital World Gr&Inc529F2
Price$63.12
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
Janus Henderson Global Select S
Price$17.55
Change+$0.30 (+1.74%)
VolumeN/A
Net Assets2.67B
FCWGX vs JORIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 119B vs. JORIX (2.67B). FCWGX pays higher dividends than JORIX: FCWGX (1.87) vs JORIX (0.67). FCWGX was incepted earlier than JORIX: FCWGX (4 years) vs JORIX (16 years). JORIX (2.75) is less costly to investors than FCWGX (0.52). JORIX is a more actively managed with annual turnover of: 46.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than JORIX: FCWGX (250) vs JORIX (2500). FCWGX annual gain was more profitable for investors over the last year : 1.70 vs. JORIX (-8.16).
| FCWGX | JORIX | FCWGX / JORIX | |
| Total Expense Ratio | 0.52 | 1.32 | 39% |
| Annual Report Gross Expense Ratio | 0.52 | 2.75 | 19% |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | -0.300 | -5.063 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.67B | 4,462% |
| Annual Yield % from dividends | 1.87 | 0.67 | 280% |
| Returns for 1 year | 1.70 | -8.16 | -21% |
| Returns for 3 years | 21.49 | 4.01 | 536% |
| Returns for 5 years | N/A | 40.28 | - |
| Returns for 10 years | N/A | 25.22 | - |