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CWIAX vs JORAX
CWIAX vs JORAX Comparison
Open Charts CWIAX vs JORAX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select A
Price$20.27
Change-$1.30 (-6.03%)
VolumeN/A
Net Assets3.11B
CWIAX vs JORAX Comparison Chart in %
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CWIAX vs. JORAX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. JORAX (3.11B). CWIAX pays higher dividends than JORAX: CWIAX (1.45) vs JORAX (0.33). CWIAX was incepted earlier than JORAX: CWIAX (24 years) vs JORAX (17 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 : 16.21 vs. JORAX (9.24). CWIAX return over 5 years is better than : 33.28 vs. JORAX (15.65).
| 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 | 17 years | - |
| Gain YTD | 4.934 | 3.736 | 132% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.11B | 4,560% |
| Annual Yield % from dividends | 1.45 | 0.33 | 437% |
| Returns for 1 year | 16.21 | 9.24 | 175% |
| Returns for 3 years | 43.10 | 22.26 | 194% |
| Returns for 5 years | 33.28 | 15.65 | 213% |
| Returns for 10 years | 124.19 | 93.68 | 133% |
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