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CWIAX vs JORAX
CWIAX vs JORAX Comparison
Open Charts CWIAX vs JORAX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Janus Henderson Global Select A
Price$21.16
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets3.14B
CWIAX vs JORAX Comparison Chart in %
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CWIAX vs. JORAX commentary
Oct 19, 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: 141B vs. JORAX (3.14B). CWIAX pays higher dividends than JORAX: CWIAX (1.39) 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: 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 : 10.77 vs. JORAX (5.12). CWIAX return over 5 years is better than : 54.01 vs. JORAX (35.55).
| 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 | 19.974 | 16.842 | 119% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 3.14B | 4,492% |
| Annual Yield % from dividends | 1.39 | 0.76 | 182% |
| Returns for 1 year | 10.77 | 5.12 | 210% |
| Returns for 3 years | 67.94 | 45.74 | 149% |
| Returns for 5 years | 54.01 | 35.55 | 152% |
| Returns for 10 years | 99.76 | 73.00 | 137% |
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