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CWIAX vs JORAX
CWIAX vs JORAX Comparison
Open Charts CWIAX vs JORAX
American Funds Capital World Gr&Inc 529A
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Janus Henderson Global Select A
Price$19.59
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets3.12B
CWIAX vs JORAX Comparison Chart in %
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CWIAX vs. JORAX commentary
Dec 26, 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 CWIAX is a Hold and JORAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. JORAX (3.13B). CWIAX pays higher dividends than JORAX: CWIAX (1.35) vs JORAX (0.76). CWIAX was incepted earlier than JORAX: CWIAX (24 years) vs JORAX (16 years). JORAX (1.02) is less costly to investors than CWIAX (0.78). JORAX is a more actively managed with annual turnover of: 48.00 vs. CWIAX (27.00). JORAX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than JORAX: CWIAX (250) vs JORAX (2500). CWIAX annual gain was more profitable for investors over the last year : 12.26 vs. JORAX (6.53). CWIAX return over 5 years is better than : 33.62 vs. JORAX (16.71).
| CWIAX | JORAX | CWIAX / JORAX | |
| Total Expense Ratio | 0.78 | 1.02 | 76% |
| Annual Report Gross Expense Ratio | 0.78 | 1.02 | 76% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 14.302 | 8.527 | 168% |
| Front Load | 4% | 6% | 61% |
| 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 | 1.35 | 0.76 | 177% |
| Returns for 1 year | 12.26 | 6.53 | 188% |
| Returns for 3 years | 45.97 | 26.54 | 173% |
| Returns for 5 years | 33.62 | 16.71 | 201% |
| Returns for 10 years | 95.47 | 62.80 | 152% |
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