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FWGIX vs JORIX
FWGIX vs JORIX Comparison
Open Charts FWGIX vs JORIX
American Funds Capital World Gr&Inc F3
Price$67.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.33B
Janus Henderson Global Select S
Price$19.02
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.65B
FWGIX vs JORIX Comparison Chart
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FWGIX vs. JORIX commentary
May 25, 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: 128B vs. JORIX (2.65B). FWGIX pays higher dividends than JORIX: FWGIX (1.96) 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 : 4.44 vs. JORIX (-2.46). FWGIX return over 5 years is better than : 56.29 vs. JORIX (46.85).
| 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 | 6.047 | 4.678 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.65B | 4,828% |
| Annual Yield % from dividends | 1.96 | 0.67 | 293% |
| Returns for 1 year | 4.44 | -2.46 | -181% |
| Returns for 3 years | 31.74 | 18.47 | 172% |
| Returns for 5 years | 56.29 | 46.85 | 120% |
| Returns for 10 years | N/A | 36.93 | - |
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