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CWIAX vs JORAX
CWIAX vs JORAX Comparison
Open Charts CWIAX vs JORAX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Janus Henderson Global Select A
Price$20.79
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets3.01B
CWIAX vs JORAX Comparison Chart in %
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CWIAX vs. JORAX commentary
Aug 18, 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 Buy and JORAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. JORAX (3.01B). CWIAX pays higher dividends than JORAX: CWIAX (1.46) vs JORAX (0.80). 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: 36.00 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 : 11.41 vs. JORAX (6.32). CWIAX return over 5 years is better than : 51.32 vs. JORAX (38.04).
| 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 | 15.485 | 14.798 | 105% |
| Front Load | 4% | 6% | 61% |
| 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 | 1.46 | 0.80 | 182% |
| Returns for 1 year | 11.41 | 6.32 | 181% |
| Returns for 3 years | 42.58 | 27.21 | 156% |
| Returns for 5 years | 51.32 | 38.04 | 135% |
| Returns for 10 years | 85.94 | 61.87 | 139% |
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