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CWGFX vs JORIX
CWGFX vs JORIX Comparison
Open Charts CWGFX vs JORIX
American Funds Capital World Gr&Inc F1
Price$76.01
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
Janus Henderson Global Select S
Price$21.35
Change+$0.17 (+0.80%)
VolumeN/A
Net Assets3.14B
CWGFX vs JORIX Comparison Chart in %
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CWGFX vs. JORIX commentary
Oct 21, 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 StrongBuy and JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. JORIX (3.14B). CWGFX pays higher dividends than JORIX: CWGFX (1.35) vs JORIX (0.56). CWGFX was incepted earlier than JORIX: CWGFX (25 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 : 11.44 vs. JORIX (4.83). CWGFX return over 5 years is better than : 52.81 vs. JORIX (33.65).
| CWGFX | JORIX | CWGFX / JORIX | |
| Total Expense Ratio | 0.80 | 1.32 | 61% |
| Annual Report Gross Expense Ratio | 0.80 | 2.75 | 29% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 21.173 | 16.566 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 3.14B | 4,492% |
| Annual Yield % from dividends | 1.35 | 0.56 | 240% |
| Returns for 1 year | 11.44 | 4.83 | 237% |
| Returns for 3 years | 66.88 | 44.56 | 150% |
| Returns for 5 years | 52.81 | 33.65 | 157% |
| Returns for 10 years | 75.63 | 68.75 | 110% |
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