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JORAX vs RWIEX
JORAX vs RWIEX Comparison
Open Charts JORAX vs RWIEX
Janus Henderson Global Select A
Price$18.33
Change+$0.17 (+0.94%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$64.07
Change+$0.59 (+0.93%)
VolumeN/A
CapitalizationN/A
JORAX vs RWIEX Comparison Chart
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JORAX vs. RWIEX commentary
Dec 24, 2024
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 JORAX is a Hold and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. JORAX (2.93B). RWIEX pays higher dividends than JORAX: RWIEX (1.68) vs JORAX (0.77). JORAX was incepted earlier than RWIEX: JORAX (15 years) vs RWIEX (23 years). JORAX is a more actively managed with annual turnover of: 46.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than JORAX: RWIEX (250) vs JORAX (2500). JORAX (9.97) and RWIEX (9.48) have marching annual gain over last year. RWIEX return over 5 years is better than : 29.74 vs. JORAX (19.48).
| JORAX | RWIEX | JORAX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 8.992 | 8.663 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 125B | 2% |
| Annual Yield % from dividends | 0.77 | 1.68 | 46% |
| Returns for 1 year | 9.97 | 9.48 | 105% |
| Returns for 3 years | 5.60 | 5.62 | 100% |
| Returns for 5 years | 19.48 | 29.74 | 66% |
| Returns for 10 years | 44.49 | 44.80 | 99% |
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