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JORAX vs RWIEX
JORAX vs RWIEX Comparison
Open Charts JORAX vs RWIEX
Janus Henderson Global Select A
Price$18.92
Change-$0.30 (-1.56%)
VolumeN/A
Net Assets2.88B
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
JORAX vs RWIEX Comparison Chart
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JORAX vs. RWIEX commentary
Feb 23, 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 StrongBuy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. JORAX (2.88B). RWIEX pays higher dividends than JORAX: RWIEX (1.68) vs JORAX (0.77). JORAX was incepted earlier than RWIEX: JORAX (16 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). RWIEX annual gain was more profitable for investors over the last year : 7.09 vs. JORAX (4.55). RWIEX return over 5 years is better than : 32.66 vs. JORAX (22.41).
| JORAX | RWIEX | JORAX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 4.473 | 4.325 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 128B | 2% |
| Annual Yield % from dividends | 0.77 | 1.68 | 46% |
| Returns for 1 year | 4.55 | 7.09 | 64% |
| Returns for 3 years | 10.99 | 16.55 | 66% |
| Returns for 5 years | 22.41 | 32.66 | 69% |
| Returns for 10 years | 45.11 | 44.62 | 101% |
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