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JORAX vs RWIFX
JORAX vs RWIFX Comparison
Open Charts JORAX vs RWIFX
Janus Henderson Global Select A
Price$18.33
Change+$0.17 (+0.94%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$64.28
Change+$0.60 (+0.94%)
VolumeN/A
CapitalizationN/A
JORAX vs RWIFX Comparison Chart
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JORAX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. JORAX (2.93B). RWIFX pays higher dividends than JORAX: RWIFX (1.94) vs JORAX (0.77). JORAX was incepted earlier than RWIFX: JORAX (15 years) vs RWIFX (23 years). JORAX is a more actively managed with annual turnover of: 46.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than JORAX: RWIFX (250) vs JORAX (2500). JORAX (9.97) and RWIFX (9.83) have marching annual gain over last year. RWIFX return over 5 years is better than : 30.94 vs. JORAX (19.48).
| JORAX | RWIFX | JORAX / RWIFX | |
| 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 | 9.010 | 100% |
| 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 | 1.94 | 40% |
| Returns for 1 year | 9.97 | 9.83 | 101% |
| Returns for 3 years | 5.60 | 6.29 | 89% |
| Returns for 5 years | 19.48 | 30.94 | 63% |
| Returns for 10 years | 44.49 | 46.25 | 96% |