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JORAX vs RWIEX
JORAX vs RWIEX Comparison
Open Charts JORAX vs RWIEX
Janus Henderson Global Select A
Price$16.92
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets2.67B
American Funds Capital World Gr&Inc R4
Price$60.81
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
JORAX vs RWIEX Comparison Chart
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JORAX vs. RWIEX commentary
Apr 18, 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 JORAX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. JORAX (2.67B). RWIEX pays higher dividends than JORAX: RWIEX (1.63) vs JORAX (0.91). JORAX was incepted earlier than RWIEX: JORAX (16 years) vs RWIEX (23 years). JORAX (1.02) is less costly to investors than RWIEX (0.76). 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). RWIEX annual gain was more profitable for investors over the last year : -0.93 vs. JORAX (-9.97). RWIEX return over 5 years is better than : 43.64 vs. JORAX (36.31).
| JORAX | RWIEX | JORAX / RWIEX | |
| Total Expense Ratio | 1.02 | 0.76 | 134% |
| Annual Report Gross Expense Ratio | 1.02 | 0.76 | 134% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -7.178 | -3.723 | 193% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 117B | 2% |
| Annual Yield % from dividends | 0.91 | 1.63 | 56% |
| Returns for 1 year | -9.97 | -0.93 | 1,073% |
| Returns for 3 years | -0.93 | 10.96 | -8% |
| Returns for 5 years | 36.31 | 43.64 | 83% |
| Returns for 10 years | 26.49 | 32.80 | 81% |
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