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JORFX vs RWIEX
JORFX vs RWIEX Comparison
Open Charts JORFX vs RWIEX
Janus Henderson Global Select I
Price$16.51
Change-$0.24 (-1.43%)
VolumeN/A
Net Assets2.67B
American Funds Capital World Gr&Inc R4
Price$59.56
Change-$0.99 (-1.64%)
VolumeN/A
Net Assets116.98B
JORFX vs RWIEX Comparison Chart
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JORFX vs. RWIEX 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 RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. JORFX (2.67B). RWIEX pays higher dividends than JORFX: RWIEX (1.63) vs JORFX (1.18). JORFX was incepted earlier than RWIEX: JORFX (16 years) vs RWIEX (23 years). JORFX (0.80) is less costly to investors than RWIEX (0.76). JORFX is a more actively managed with annual turnover of: 46.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than JORFX: RWIEX (250) vs JORFX (2500). RWIEX annual gain was more profitable for investors over the last year : -4.04 vs. JORFX (-12.35). RWIEX return over 5 years is better than : 46.83 vs. JORFX (40.79).
| JORFX | RWIEX | JORFX / RWIEX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 0.80 | 0.76 | 105% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -6.996 | -4.134 | 169% |
| 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 | 1.63 | 72% |
| Returns for 1 year | -12.35 | -4.04 | 305% |
| Returns for 3 years | 0.96 | 9.90 | 10% |
| Returns for 5 years | 40.79 | 46.83 | 87% |
| Returns for 10 years | 28.72 | 32.51 | 88% |
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