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FWGIX vs JORRX
FWGIX vs JORRX Comparison
Open Charts FWGIX vs JORRX
American Funds Capital World Gr&Inc F3
Price$66.78
Change+$0.35 (+0.53%)
VolumeN/A
Net Assets127.42B
Janus Henderson Global Select R
Price$18.31
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets2.65B
FWGIX vs JORRX Comparison Chart
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FWGIX vs. JORRX commentary
May 15, 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 JORRX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 127B vs. JORRX (2.65B). FWGIX pays higher dividends than JORRX: FWGIX (1.96) vs JORRX (0.67). FWGIX was incepted earlier than JORRX: FWGIX (8 years) vs JORRX (16 years). JORRX (2.98) is less costly to investors than FWGIX (0.41). JORRX is a more actively managed with annual turnover of: 46.00 vs. FWGIX (27.00). JORRX has a lower initial minimum investment than FWGIX: JORRX (2500) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 4.87 vs. JORRX (-3.61). FWGIX return over 5 years is better than : 60.14 vs. JORRX (47.50).
| FWGIX | JORRX | FWGIX / JORRX | |
| Total Expense Ratio | 0.41 | 1.57 | 26% |
| Annual Report Gross Expense Ratio | 0.41 | 2.98 | 14% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 5.557 | 3.054 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 2.65B | 4,791% |
| Annual Yield % from dividends | 1.96 | 0.67 | 292% |
| Returns for 1 year | 4.87 | -3.61 | -135% |
| Returns for 3 years | 32.20 | 16.06 | 200% |
| Returns for 5 years | 60.14 | 47.50 | 127% |
| Returns for 10 years | N/A | 29.43 | - |
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