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JORIX vs RWIEX
JORIX vs RWIEX Comparison
Open Charts JORIX vs RWIEX
Janus Henderson Global Select S
Price$17.10
Change-$0.80 (-4.47%)
VolumeN/A
Net Assets2.84B
American Funds Capital World Gr&Inc R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
JORIX vs RWIEX Comparison Chart
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JORIX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. JORIX (2.84B). RWIEX pays higher dividends than JORIX: RWIEX (1.63) vs JORIX (0.67). JORIX was incepted earlier than RWIEX: JORIX (16 years) vs RWIEX (23 years). JORIX (2.75) is less costly to investors than RWIEX (0.76). 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 : 0.23 vs. JORIX (-7.82). RWIEX (68.33) and JORIX (65.74) have equivalent 5 years return.
| JORIX | RWIEX | JORIX / RWIEX | |
| Total Expense Ratio | 1.32 | 0.76 | 174% |
| Annual Report Gross Expense Ratio | 2.75 | 0.76 | 362% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -1.486 | 0.869 | -171% |
| 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 | 1.63 | 41% |
| Returns for 1 year | -7.82 | 0.23 | -3,422% |
| Returns for 3 years | 1.55 | 11.51 | 13% |
| Returns for 5 years | 65.74 | 68.33 | 96% |
| Returns for 10 years | 32.59 | 41.09 | 79% |
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