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CWGCX vs JORRX
CWGCX vs JORRX Comparison
Open Charts CWGCX vs JORRX
American Funds Capital World Gr&Inc C
Price$70.97
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Janus Henderson Global Select R
Price$18.97
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.12B
CWGCX vs JORRX Comparison Chart in %
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CWGCX vs. JORRX commentary
Dec 27, 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 CWGCX is a Hold and JORRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. JORRX (3.13B). CWGCX pays higher dividends than JORRX: CWGCX (0.75) vs JORRX (0.56). CWGCX was incepted earlier than JORRX: CWGCX (25 years) vs JORRX (16 years). JORRX (2.98) is less costly to investors than CWGCX (1.49). JORRX is a more actively managed with annual turnover of: 48.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than JORRX: CWGCX (250) vs JORRX (2500). CWGCX annual gain was more profitable for investors over the last year : 11.58 vs. JORRX (5.74). CWGCX return over 5 years is better than : 27.30 vs. JORRX (12.62).
| CWGCX | JORRX | CWGCX / JORRX | |
| Total Expense Ratio | 1.49 | 1.57 | 95% |
| Annual Report Gross Expense Ratio | 1.49 | 2.98 | 50% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 13.625 | 7.659 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.13B | 4,544% |
| Annual Yield % from dividends | 0.75 | 0.56 | 133% |
| Returns for 1 year | 11.58 | 5.74 | 202% |
| Returns for 3 years | 42.94 | 23.84 | 180% |
| Returns for 5 years | 27.30 | 12.62 | 216% |
| Returns for 10 years | 69.41 | 52.47 | 132% |
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