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CWGFX vs JORIX
CWGFX vs JORIX Comparison
Open Charts CWGFX vs JORIX
American Funds Capital World Gr&Inc F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Janus Henderson Global Select S
Price$20.51
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets3.01B
CWGFX vs JORIX Comparison Chart in %
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CWGFX vs. JORIX commentary
Jul 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 CWGFX is a Buy and JORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. JORIX (3.01B). CWGFX pays higher dividends than JORIX: CWGFX (1.42) vs JORIX (0.59). CWGFX was incepted earlier than JORIX: CWGFX (24 years) vs JORIX (16 years). JORIX (2.75) is less costly to investors than CWGFX (0.80). JORIX is a more actively managed with annual turnover of: 36.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than JORIX: CWGFX (250) vs JORIX (2500). CWGFX annual gain was more profitable for investors over the last year : 13.72 vs. JORIX (6.93). CWGFX return over 5 years is better than : 50.98 vs. JORIX (40.15).
| CWGFX | JORIX | CWGFX / JORIX | |
| Total Expense Ratio | 0.80 | 1.32 | 61% |
| Annual Report Gross Expense Ratio | 0.80 | 2.75 | 29% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 14.969 | 12.878 | 116% |
| 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 | 0.59 | 240% |
| Returns for 1 year | 13.72 | 6.93 | 198% |
| Returns for 3 years | 50.80 | 35.36 | 144% |
| Returns for 5 years | 50.98 | 40.15 | 127% |
| Returns for 10 years | 62.85 | 53.65 | 117% |