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CWGFX vs JORCX
CWGFX vs JORCX Comparison
Open Charts CWGFX vs JORCX
American Funds Capital World Gr&Inc F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Janus Henderson Global Select C
Price$19.07
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets3.01B
CWGFX vs JORCX Comparison Chart in %
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CWGFX vs. JORCX commentary
Jul 28, 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 JORCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. JORCX (3.01B). CWGFX pays higher dividends than JORCX: CWGFX (1.42) vs JORCX (0.23). CWGFX was incepted earlier than JORCX: CWGFX (24 years) vs JORCX (16 years). JORCX (2.21) is less costly to investors than CWGFX (0.80). JORCX is a more actively managed with annual turnover of: 36.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than JORCX: CWGFX (250) vs JORCX (2500). CWGFX annual gain was more profitable for investors over the last year : 13.72 vs. JORCX (5.73). CWGFX return over 5 years is better than : 50.98 vs. JORCX (33.85).
| CWGFX | JORCX | CWGFX / JORCX | |
| Total Expense Ratio | 0.80 | 1.90 | 42% |
| Annual Report Gross Expense Ratio | 0.80 | 2.21 | 36% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 14.969 | 12.507 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.01B | 4,559% |
| Annual Yield % from dividends | 1.42 | 0.23 | 619% |
| Returns for 1 year | 13.72 | 5.73 | 239% |
| Returns for 3 years | 50.80 | 31.74 | 160% |
| Returns for 5 years | 50.98 | 33.85 | 151% |
| Returns for 10 years | 62.85 | 41.39 | 152% |