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JORRX vs RWIEX
JORRX vs RWIEX Comparison
Open Charts JORRX vs RWIEX
Janus Henderson Global Select R
Price$16.62
Change-$0.79 (-4.54%)
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
JORRX vs RWIEX Comparison Chart
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JORRX 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 JORRX is a Hold and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. JORRX (2.84B). RWIEX pays higher dividends than JORRX: RWIEX (1.63) vs JORRX (0.67). JORRX was incepted earlier than RWIEX: JORRX (16 years) vs RWIEX (23 years). JORRX (2.98) is less costly to investors than RWIEX (0.76). JORRX is a more actively managed with annual turnover of: 46.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than JORRX: RWIEX (250) vs JORRX (2500). RWIEX annual gain was more profitable for investors over the last year : 0.23 vs. JORRX (-8.18). RWIEX return over 5 years is better than : 68.33 vs. JORRX (62.63).
| JORRX | RWIEX | JORRX / RWIEX | |
| Total Expense Ratio | 1.57 | 0.76 | 207% |
| Annual Report Gross Expense Ratio | 2.98 | 0.76 | 392% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -1.527 | 0.869 | -176% |
| 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 | -8.18 | 0.23 | -3,579% |
| Returns for 3 years | 0.41 | 11.51 | 4% |
| Returns for 5 years | 62.63 | 68.33 | 92% |
| Returns for 10 years | 27.91 | 41.09 | 68% |
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