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FWGIX vs JORAX
FWGIX vs JORAX Comparison
Open Charts FWGIX vs JORAX
American Funds Capital World Gr&Inc F3
Price$65.02
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
Janus Henderson Global Select A
Price$18.25
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets2.65B
FWGIX vs JORAX Comparison Chart
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FWGIX vs. JORAX commentary
May 09, 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 FWGIX is a Buy and JORAX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 124B vs. JORAX (2.65B). FWGIX pays higher dividends than JORAX: FWGIX (1.96) vs JORAX (0.91). FWGIX was incepted earlier than JORAX: FWGIX (8 years) vs JORAX (16 years). JORAX (1.02) is less costly to investors than FWGIX (0.41). JORAX is a more actively managed with annual turnover of: 46.00 vs. FWGIX (27.00). JORAX has a lower initial minimum investment than FWGIX: JORAX (2500) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 2.63 vs. JORAX (-4.98). FWGIX return over 5 years is better than : 52.50 vs. JORAX (44.59).
| FWGIX | JORAX | FWGIX / JORAX | |
| Total Expense Ratio | 0.41 | 1.02 | 40% |
| Annual Report Gross Expense Ratio | 0.41 | 1.02 | 40% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 2.775 | 0.773 | 359% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 2.65B | 4,677% |
| Annual Yield % from dividends | 1.96 | 0.91 | 215% |
| Returns for 1 year | 2.63 | -4.98 | -53% |
| Returns for 3 years | 31.85 | 18.30 | 174% |
| Returns for 5 years | 52.50 | 44.59 | 118% |
| Returns for 10 years | N/A | 35.72 | - |
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