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CWIAX vs JLFSX
CWIAX vs JLFSX Comparison
Open Charts CWIAX vs JLFSX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
JHancock Global Climate Action I
Price$12.42
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets6.62M
CWIAX vs JLFSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. JLFSX (6.62M). CWIAX pays higher dividends than JLFSX: CWIAX (1.43) vs JLFSX (0.38). 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 : 9.41 vs. JLFSX (3.51).
| 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 | 18.856 | 12.909 | 146% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.62M | 2,115,762% |
| Annual Yield % from dividends | 1.43 | 0.38 | 376% |
| Returns for 1 year | 9.41 | 3.51 | 269% |
| Returns for 3 years | 70.79 | N/A | - |
| Returns for 5 years | 58.49 | N/A | - |
| Returns for 10 years | 114.38 | N/A | - |
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