Ad is loading...
JORIX vs RWIEX
JORIX vs RWIEX Comparison
Open Charts JORIX vs RWIEX
Janus Henderson Global Select S
Price$18.62
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets2.79B
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
JORIX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JORIX vs. RWIEX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 127B vs. JORIX (2.79B). 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). JORIX (11.39) and RWIEX (10.94) have marching annual gain over last year. RWIEX return over 5 years is better than : 27.76 vs. JORIX (16.35).
| 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 | 2.477 | 2.068 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 127B | 2% |
| Annual Yield % from dividends | 0.45 | 1.68 | 27% |
| Returns for 1 year | 11.39 | 10.94 | 104% |
| Returns for 3 years | 5.64 | 8.62 | 65% |
| Returns for 5 years | 16.35 | 27.76 | 59% |
| Returns for 10 years | 47.24 | 47.94 | 99% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MIRTX | 33.44 | 0.31 | +0.94% |
| MFS Massachusetts Investors Tr R2 | |||
| DCGTX | 19.37 | 0.11 | +0.57% |
| Jackson Square SMID-Cap Growth IS | |||
| KTRSX | 8.89 | 0.04 | +0.45% |
| DWS Global Income Builder S | |||
| CSQCX | 9.39 | 0.02 | +0.21% |
| Calvert Global Small-Cap Equity C | |||
| POSIX | 9.12 | N/A | N/A |
| Principal Global Real Estate Sec Instl | |||