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JORIX vs WGIFX
JORIX vs WGIFX Comparison
Open Charts JORIX vs WGIFX
Janus Henderson Global Select S
Price$21.05
Change-$0.21 (-0.99%)
VolumeN/A
Net Assets3.12B
American Funds Capital World Gr&Inc F2
Price$74.64
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
JORIX vs WGIFX Comparison Chart in %
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JORIX vs. WGIFX commentary
Nov 20, 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 WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. JORIX (3.12B). WGIFX pays higher dividends than JORIX: WGIFX (1.56) vs JORIX (0.56). 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: 36.00 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 : 12.43 vs. JORIX (6.12). WGIFX return over 5 years is better than : 42.84 vs. JORIX (25.76).
| 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 | 15.850 | 19.097 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.12B | 140B | 2% |
| Annual Yield % from dividends | 0.56 | 1.56 | 36% |
| Returns for 1 year | 6.12 | 12.43 | 49% |
| Returns for 3 years | 32.41 | 51.67 | 63% |
| Returns for 5 years | 25.76 | 42.84 | 60% |
| Returns for 10 years | 67.21 | 75.52 | 89% |
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