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JORFX vs RWIEX
JORFX vs RWIEX Comparison
Open Charts JORFX vs RWIEX
Janus Henderson Global Select I
Price$18.22
Change+$0.16 (+0.89%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$64.07
Change+$0.59 (+0.93%)
VolumeN/A
CapitalizationN/A
JORFX vs RWIEX Comparison Chart
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JORFX vs. RWIEX 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 JORFX is a Hold and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. JORFX (2.93B). RWIEX pays higher dividends than JORFX: RWIEX (1.68) vs JORFX (0.91). JORFX was incepted earlier than RWIEX: JORFX (15 years) vs RWIEX (23 years). 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 (1000000). JORFX annual gain was more profitable for investors over the last year : 10.10 vs. RWIEX (9.48). RWIEX return over 5 years is better than : 29.74 vs. JORFX (20.76).
| JORFX | RWIEX | JORFX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 9.122 | 8.663 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 125B | 2% |
| Annual Yield % from dividends | 0.91 | 1.68 | 54% |
| Returns for 1 year | 10.10 | 9.48 | 106% |
| Returns for 3 years | 6.23 | 5.62 | 111% |
| Returns for 5 years | 20.76 | 29.74 | 70% |
| Returns for 10 years | 46.70 | 44.80 | 104% |