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JORIX vs WGIFX
JORIX vs WGIFX Comparison
Open Charts JORIX vs WGIFX
Janus Henderson Global Select S
Price$18.75
Change+$0.45 (+2.46%)
VolumeN/A
Net Assets2.65B
American Funds Capital World Gr&Inc F2
Price$66.36
Change+$1.30 (+2.00%)
VolumeN/A
Net Assets124.97B
JORIX vs WGIFX Comparison Chart
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JORIX vs. WGIFX commentary
May 13, 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 Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. JORIX (2.65B). WGIFX pays higher dividends than JORIX: WGIFX (1.86) vs JORIX (0.67). JORIX was incepted earlier than WGIFX: JORIX (16 years) vs WGIFX (17 years). JORIX (2.75) is less costly to investors than WGIFX (0.52). JORIX is a more actively managed with annual turnover of: 46.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than JORIX: WGIFX (250) vs JORIX (2500). WGIFX annual gain was more profitable for investors over the last year : 2.08 vs. JORIX (-5.86). WGIFX return over 5 years is better than : 55.75 vs. JORIX (48.12).
| JORIX | WGIFX | JORIX / WGIFX | |
| Total Expense Ratio | 1.32 | 0.52 | 254% |
| Annual Report Gross Expense Ratio | 2.75 | 0.52 | 529% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 0.715 | 2.908 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 125B | 2% |
| Annual Yield % from dividends | 0.67 | 1.86 | 36% |
| Returns for 1 year | -5.86 | 2.08 | -282% |
| Returns for 3 years | 14.61 | 28.62 | 51% |
| Returns for 5 years | 48.12 | 55.75 | 86% |
| Returns for 10 years | 31.03 | 40.92 | 76% |
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