Interact to see
Advertisement
Advertisement
CWIAX vs JLFSX
CWIAX vs JLFSX Comparison
Open Charts CWIAX vs JLFSX
American Funds Capital World Gr&Inc 529A
Price$73.90
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets142.37B
JHancock Global Climate Action I
Price$11.81
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets6.75M
CWIAX vs JLFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. JLFSX (6.75M). CWIAX pays higher dividends than JLFSX: CWIAX (1.52) vs JLFSX (0.40). CWIAX was incepted earlier than JLFSX: CWIAX (24 years) vs JLFSX (2 years). JLFSX (3.80) is less costly to investors than CWIAX (0.78). JLFSX is a more actively managed with annual turnover of: 84.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than JLFSX: CWIAX (250) vs JLFSX (250000). CWIAX annual gain was more profitable for investors over the last year : 17.69 vs. JLFSX (6.82).
| CWIAX | JLFSX | CWIAX / JLFSX | |
| Total Expense Ratio | 0.78 | 0.95 | 82% |
| Annual Report Gross Expense Ratio | 0.78 | 3.80 | 21% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | 3.880 | 1.200 | 323% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.75M | 2,103,392% |
| Annual Yield % from dividends | 1.52 | 0.40 | 382% |
| Returns for 1 year | 17.69 | 6.82 | 259% |
| Returns for 3 years | 43.60 | N/A | - |
| Returns for 5 years | 34.09 | N/A | - |
| Returns for 10 years | 123.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement