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CWGFX vs JORIX
CWGFX vs JORIX Comparison
Open Charts CWGFX vs JORIX
American Funds Capital World Gr&Inc F1
Price$73.93
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select S
Price$20.22
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets3.11B
CWGFX vs JORIX Comparison Chart in %
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CWGFX vs. JORIX commentary
Jan 15, 2026
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 Hold and JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. JORIX (3.11B). CWGFX pays higher dividends than JORIX: CWGFX (1.48) vs JORIX (0.21). CWGFX was incepted earlier than JORIX: CWGFX (25 years) vs JORIX (17 years). JORIX (2.75) is less costly to investors than CWGFX (0.80). JORIX is a more actively managed with annual turnover of: 48.00 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 : 18.84 vs. JORIX (11.47). CWGFX return over 5 years is better than : 31.11 vs. JORIX (14.33).
| 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 | 17 years | - |
| Gain YTD | 3.718 | 3.321 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.11B | 4,560% |
| Annual Yield % from dividends | 1.48 | 0.21 | 708% |
| Returns for 1 year | 18.84 | 11.47 | 164% |
| Returns for 3 years | 43.30 | 22.01 | 197% |
| Returns for 5 years | 31.11 | 14.33 | 217% |
| Returns for 10 years | 99.06 | 84.46 | 117% |
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