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CWIAX vs JLFSX
CWIAX vs JLFSX Comparison
Open Charts CWIAX vs JLFSX
American Funds Capital World Gr&Inc 529A
Price$73.79
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
JHancock Global Climate Action I
Price$11.78
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets6.77M
CWIAX vs JLFSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. JLFSX (6.77M). 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 : 18.87 vs. JLFSX (7.23).
| 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 | 3.725 | 0.943 | 395% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.77M | 2,098,729% |
| Annual Yield % from dividends | 1.52 | 0.40 | 382% |
| Returns for 1 year | 18.87 | 7.23 | 261% |
| Returns for 3 years | 43.38 | N/A | - |
| Returns for 5 years | 33.89 | N/A | - |
| Returns for 10 years | 123.34 | N/A | - |
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