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CWIAX vs JORAX
CWIAX vs JORAX Comparison
Open Charts CWIAX vs JORAX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Janus Henderson Global Select A
Price$21.41
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets3.12B
CWIAX vs JORAX Comparison Chart in %
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CWIAX vs. JORAX commentary
Dec 05, 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 StrongBuy and JORAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. JORAX (3.12B). 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: 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 : 13.02 vs. JORAX (3.75). CWIAX return over 5 years is better than : 44.50 vs. JORAX (23.70).
| 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 | 23.026 | 18.222 | 126% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.12B | 4,545% |
| Annual Yield % from dividends | 1.35 | 0.76 | 177% |
| Returns for 1 year | 13.02 | 3.75 | 347% |
| Returns for 3 years | 51.59 | 30.22 | 171% |
| Returns for 5 years | 44.50 | 23.70 | 188% |
| Returns for 10 years | 104.34 | 74.38 | 140% |
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