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FWGIX vs JORIX
FWGIX vs JORIX Comparison
Open Charts FWGIX vs JORIX
American Funds Capital World Gr&Inc F3
Price$63.10
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets121.38B
Janus Henderson Global Select S
Price$17.55
Change+$0.30 (+1.74%)
VolumeN/A
Net Assets2.67B
FWGIX vs JORIX Comparison Chart
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FWGIX vs. JORIX commentary
Apr 26, 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 JORIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 121B vs. JORIX (2.67B). FWGIX pays higher dividends than JORIX: FWGIX (1.98) vs JORIX (0.67). FWGIX was incepted earlier than JORIX: FWGIX (8 years) vs JORIX (16 years). JORIX (2.75) is less costly to investors than FWGIX (0.41). JORIX is a more actively managed with annual turnover of: 46.00 vs. FWGIX (27.00). JORIX has a lower initial minimum investment than FWGIX: JORIX (2500) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 1.81 vs. JORIX (-8.16). FWGIX return over 5 years is better than : 52.86 vs. JORIX (40.28).
| FWGIX | JORIX | FWGIX / JORIX | |
| Total Expense Ratio | 0.41 | 1.32 | 31% |
| Annual Report Gross Expense Ratio | 0.41 | 2.75 | 15% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | -0.259 | -5.063 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.67B | 4,537% |
| Annual Yield % from dividends | 1.98 | 0.67 | 296% |
| Returns for 1 year | 1.81 | -8.16 | -22% |
| Returns for 3 years | 19.50 | 4.01 | 487% |
| Returns for 5 years | 52.86 | 40.28 | 131% |
| Returns for 10 years | N/A | 25.22 | - |