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JORFX vs RWIBX
JORFX vs RWIBX Comparison
Open Charts JORFX vs RWIBX
Janus Henderson Global Select I
Price$16.51
Change-$0.24 (-1.43%)
VolumeN/A
Net Assets2.67B
American Funds Capital World Gr&Inc R2
Price$58.79
Change-$0.98 (-1.64%)
VolumeN/A
Net Assets116.98B
JORFX vs RWIBX Comparison Chart
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JORFX vs. RWIBX commentary
Apr 11, 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 JORFX is a Buy and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 117B vs. JORFX (2.67B). JORFX pays higher dividends than RWIBX: JORFX (1.18) vs RWIBX (0.92). JORFX was incepted earlier than RWIBX: JORFX (16 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than JORFX (0.80). JORFX is a more actively managed with annual turnover of: 46.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than JORFX: RWIBX (250) vs JORFX (2500). RWIBX annual gain was more profitable for investors over the last year : -4.83 vs. JORFX (-12.35). RWIBX return over 5 years is better than : 43.05 vs. JORFX (40.79).
| JORFX | RWIBX | JORFX / RWIBX | |
| Total Expense Ratio | 0.80 | 1.51 | 53% |
| Annual Report Gross Expense Ratio | 0.80 | 1.51 | 53% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -6.996 | -4.331 | 162% |
| Front Load | N/A | 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 | 1.18 | 0.92 | 129% |
| Returns for 1 year | -12.35 | -4.83 | 256% |
| Returns for 3 years | 0.96 | 7.98 | 12% |
| Returns for 5 years | 40.79 | 43.05 | 95% |
| Returns for 10 years | 28.72 | 28.88 | 99% |