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FWGIX vs JORFX
FWGIX vs JORFX Comparison
Open Charts FWGIX vs JORFX
American Funds Capital World Gr&Inc F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Janus Henderson Global Select I
Price$19.56
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets2.65B
FWGIX vs JORFX Comparison Chart
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FWGIX vs. JORFX commentary
Jun 07, 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 JORFX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. JORFX (2.65B). FWGIX pays higher dividends than JORFX: FWGIX (1.85) vs JORFX (1.09). FWGIX was incepted earlier than JORFX: FWGIX (8 years) vs JORFX (16 years). JORFX (0.80) is less costly to investors than FWGIX (0.41). JORFX is a more actively managed with annual turnover of: 46.00 vs. FWGIX (27.00). JORFX has a lower initial minimum investment than FWGIX: JORFX (2500) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 6.73 vs. JORFX (0.07). FWGIX return over 5 years is better than : 47.57 vs. JORFX (39.26).
| FWGIX | JORFX | FWGIX / JORFX | |
| Total Expense Ratio | 0.41 | 0.80 | 51% |
| Annual Report Gross Expense Ratio | 0.41 | 0.80 | 51% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 9.193 | 8.273 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.65B | 4,942% |
| Annual Yield % from dividends | 1.85 | 1.09 | 169% |
| Returns for 1 year | 6.73 | 0.07 | 9,606% |
| Returns for 3 years | 30.07 | 17.54 | 171% |
| Returns for 5 years | 47.57 | 39.26 | 121% |
| Returns for 10 years | N/A | 48.60 | - |
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