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CWGFX vs JORRX
CWGFX vs JORRX Comparison
Open Charts CWGFX vs JORRX
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Janus Henderson Global Select R
Price$18.97
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.12B
CWGFX vs JORRX Comparison Chart in %
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CWGFX vs. JORRX commentary
Dec 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 Hold and JORRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. JORRX (3.13B). CWGFX pays higher dividends than JORRX: CWGFX (1.31) vs JORRX (0.56). CWGFX was incepted earlier than JORRX: CWGFX (25 years) vs JORRX (16 years). JORRX (2.98) is less costly to investors than CWGFX (0.80). JORRX is a more actively managed with annual turnover of: 48.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than JORRX: CWGFX (250) vs JORRX (2500). CWGFX annual gain was more profitable for investors over the last year : 12.25 vs. JORRX (5.74). CWGFX return over 5 years is better than : 30.86 vs. JORRX (12.62).
| CWGFX | JORRX | CWGFX / JORRX | |
| Total Expense Ratio | 0.80 | 1.57 | 51% |
| Annual Report Gross Expense Ratio | 0.80 | 2.98 | 27% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 14.270 | 7.659 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.13B | 4,544% |
| Annual Yield % from dividends | 1.31 | 0.56 | 233% |
| Returns for 1 year | 12.25 | 5.74 | 213% |
| Returns for 3 years | 45.89 | 23.84 | 193% |
| Returns for 5 years | 30.86 | 12.62 | 245% |
| Returns for 10 years | 74.27 | 52.47 | 142% |
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