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CWGFX vs JORAX
CWGFX vs JORAX Comparison
Open Charts CWGFX vs JORAX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Janus Henderson Global Select A
Price$20.79
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets3.01B
CWGFX vs JORAX Comparison Chart in %
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CWGFX vs. JORAX commentary
Aug 18, 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 CWGFX is a Buy and JORAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. JORAX (3.01B). CWGFX pays higher dividends than JORAX: CWGFX (1.42) vs JORAX (0.80). CWGFX was incepted earlier than JORAX: CWGFX (24 years) vs JORAX (16 years). JORAX (1.02) is less costly to investors than CWGFX (0.80). JORAX is a more actively managed with annual turnover of: 36.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than JORAX: CWGFX (250) vs JORAX (2500). CWGFX annual gain was more profitable for investors over the last year : 11.40 vs. JORAX (6.32). CWGFX return over 5 years is better than : 47.31 vs. JORAX (38.04).
| CWGFX | JORAX | CWGFX / JORAX | |
| Total Expense Ratio | 0.80 | 1.02 | 78% |
| Annual Report Gross Expense Ratio | 0.80 | 1.02 | 78% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 15.446 | 14.798 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.01B | 4,551% |
| Annual Yield % from dividends | 1.42 | 0.80 | 178% |
| Returns for 1 year | 11.40 | 6.32 | 180% |
| Returns for 3 years | 41.09 | 27.21 | 151% |
| Returns for 5 years | 47.31 | 38.04 | 124% |
| Returns for 10 years | 64.09 | 61.87 | 104% |
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