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CWGFX vs JORRX
CWGFX vs JORRX Comparison
Open Charts CWGFX vs JORRX
American Funds Capital World Gr&Inc F1
Price$72.15
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets137.09B
Janus Henderson Global Select R
Price$20.09
Change-$0.11 (-0.54%)
VolumeN/A
Net Assets3.01B
CWGFX vs JORRX Comparison Chart in %
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CWGFX vs. JORRX commentary
Aug 20, 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 JORRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. JORRX (3.01B). CWGFX pays higher dividends than JORRX: CWGFX (1.42) vs JORRX (0.59). CWGFX was incepted earlier than JORRX: CWGFX (24 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: 36.00 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 : 11.11 vs. JORRX (4.09). CWGFX return over 5 years is better than : 47.10 vs. JORRX (33.09).
| CWGFX | JORRX | CWGFX / JORRX | |
| Total Expense Ratio | 0.80 | 1.57 | 51% |
| Annual Report Gross Expense Ratio | 0.80 | 2.98 | 27% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 15.415 | 13.631 | 113% |
| 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 | 4,551% |
| Annual Yield % from dividends | 1.42 | 0.59 | 241% |
| Returns for 1 year | 11.11 | 4.09 | 271% |
| Returns for 3 years | 43.80 | 25.84 | 170% |
| Returns for 5 years | 47.10 | 33.09 | 142% |
| Returns for 10 years | 73.01 | 61.68 | 118% |
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