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JORCX vs RWIEX
JORCX vs RWIEX Comparison
Open Charts JORCX vs RWIEX
Janus Henderson Global Select C
Price$15.92
Change-$0.75 (-4.50%)
VolumeN/A
Net Assets2.84B
American Funds Capital World Gr&Inc R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
JORCX vs RWIEX Comparison Chart
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JORCX vs. RWIEX commentary
Apr 04, 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 JORCX is a Hold and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. JORCX (2.84B). RWIEX pays higher dividends than JORCX: RWIEX (1.63) vs JORCX (0.26). JORCX was incepted earlier than RWIEX: JORCX (16 years) vs RWIEX (23 years). JORCX (2.21) is less costly to investors than RWIEX (0.76). JORCX is a more actively managed with annual turnover of: 46.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than JORCX: RWIEX (250) vs JORCX (2500). RWIEX annual gain was more profitable for investors over the last year : 0.23 vs. JORCX (-8.89). RWIEX return over 5 years is better than : 68.33 vs. JORCX (58.39).
| JORCX | RWIEX | JORCX / RWIEX | |
| Total Expense Ratio | 1.90 | 0.76 | 250% |
| Annual Report Gross Expense Ratio | 2.21 | 0.76 | 291% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -1.652 | 0.869 | -190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.84B | 123B | 2% |
| Annual Yield % from dividends | 0.26 | 1.63 | 16% |
| Returns for 1 year | -8.89 | 0.23 | -3,887% |
| Returns for 3 years | -1.18 | 11.51 | -10% |
| Returns for 5 years | 58.39 | 68.33 | 85% |
| Returns for 10 years | 22.07 | 41.09 | 54% |
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