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JORIX vs RWICX
JORIX vs RWICX Comparison
Open Charts JORIX vs RWICX
Janus Henderson Global Select S
Price$17.10
Change-$0.80 (-4.47%)
VolumeN/A
Net Assets2.84B
American Funds Capital World Gr&Inc R3
Price$61.15
Change-$2.21 (-3.49%)
VolumeN/A
Net Assets123.19B
JORIX vs RWICX Comparison Chart
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JORIX vs. RWICX 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 JORIX is a Hold and RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 123B vs. JORIX (2.84B). RWICX pays higher dividends than JORIX: RWICX (1.35) vs JORIX (0.67). JORIX was incepted earlier than RWICX: JORIX (16 years) vs RWICX (23 years). JORIX (2.75) is less costly to investors than RWICX (1.06). JORIX is a more actively managed with annual turnover of: 46.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than JORIX: RWICX (250) vs JORIX (2500). RWICX annual gain was more profitable for investors over the last year : -0.11 vs. JORIX (-7.82). RWICX (66.57) and JORIX (65.74) have equivalent 5 years return.
| JORIX | RWICX | JORIX / RWICX | |
| Total Expense Ratio | 1.32 | 1.06 | 125% |
| Annual Report Gross Expense Ratio | 2.75 | 1.06 | 259% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -1.486 | 0.786 | -189% |
| 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 | 0.67 | 1.35 | 50% |
| Returns for 1 year | -7.82 | -0.11 | 7,214% |
| Returns for 3 years | 1.55 | 10.72 | 14% |
| Returns for 5 years | 65.74 | 66.57 | 99% |
| Returns for 10 years | 32.59 | 39.55 | 82% |
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