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JORAX vs RWIFX
JORAX vs RWIFX Comparison
Open Charts JORAX vs RWIFX
Janus Henderson Global Select A
Price$18.92
Change-$0.30 (-1.56%)
VolumeN/A
Net Assets2.88B
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
JORAX vs RWIFX Comparison Chart
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JORAX vs. RWIFX 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. JORAX (2.88B). RWIFX pays higher dividends than JORAX: RWIFX (1.94) vs JORAX (0.77). JORAX was incepted earlier than RWIFX: JORAX (16 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). RWIFX annual gain was more profitable for investors over the last year : 7.41 vs. JORAX (4.55). RWIFX return over 5 years is better than : 33.89 vs. JORAX (22.41).
| JORAX | RWIFX | JORAX / RWIFX | |
| 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 | 4.358 | 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 | 1.94 | 40% |
| Returns for 1 year | 4.55 | 7.41 | 61% |
| Returns for 3 years | 10.99 | 17.26 | 64% |
| Returns for 5 years | 22.41 | 33.89 | 66% |
| Returns for 10 years | 45.11 | 46.04 | 98% |
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