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JORIX vs RWIEX
JORIX vs RWIEX Comparison
Open Charts JORIX vs RWIEX
Janus Henderson Global Select S
Price$18.98
Change-$0.30 (-1.56%)
VolumeN/A
Net Assets2.88B
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
JORIX vs RWIEX Comparison Chart
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JORIX vs. RWIEX commentary
Feb 23, 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 StrongBuy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. JORIX (2.88B). RWIEX pays higher dividends than JORIX: RWIEX (1.68) vs JORIX (0.45). JORIX was incepted earlier than RWIEX: JORIX (16 years) vs RWIEX (23 years). JORIX is a more actively managed with annual turnover of: 46.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than JORIX: RWIEX (250) vs JORIX (2500). RWIEX annual gain was more profitable for investors over the last year : 7.09 vs. JORIX (4.30). RWIEX return over 5 years is better than : 32.66 vs. JORIX (20.73).
| JORIX | RWIEX | JORIX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 4.458 | 4.325 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 128B | 2% |
| Annual Yield % from dividends | 0.45 | 1.68 | 27% |
| Returns for 1 year | 4.30 | 7.09 | 61% |
| Returns for 3 years | 10.07 | 16.55 | 61% |
| Returns for 5 years | 20.73 | 32.66 | 63% |
| Returns for 10 years | 41.88 | 44.62 | 94% |
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