Interact to see
Advertisement
Advertisement
CWIAX vs JORAX
CWIAX vs JORAX Comparison
Open Charts CWIAX vs JORAX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Janus Henderson Global Select A
Price$20.48
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets3.01B
CWIAX vs JORAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. JORAX commentary
Jul 27, 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 Buy.
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 (0.81). CWIAX was incepted earlier than JORAX: CWIAX (23 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 : 13.76 vs. JORAX (7.23). CWIAX return over 5 years is better than : 55.06 vs. JORAX (42.07).
| CWIAX | JORAX | CWIAX / JORAX | |
| Total Expense Ratio | 0.78 | 1.02 | 76% |
| Annual Report Gross Expense Ratio | 0.78 | 1.02 | 76% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 15.007 | 13.087 | 115% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.01B | 4,559% |
| Annual Yield % from dividends | 1.46 | 0.81 | 181% |
| Returns for 1 year | 13.76 | 7.23 | 190% |
| Returns for 3 years | 52.42 | 36.47 | 144% |
| Returns for 5 years | 55.06 | 42.07 | 131% |
| Returns for 10 years | 84.54 | 57.30 | 148% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement