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CWIAX vs JORAX
CWIAX vs JORAX Comparison
Open Charts CWIAX vs JORAX
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Janus Henderson Global Select A
Price$20.68
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets3.01B
CWIAX vs JORAX Comparison Chart in %
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CWIAX vs. JORAX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. JORAX (3.01B). CWIAX pays higher dividends than JORAX: CWIAX (1.43) vs JORAX (0.79). 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 : 13.15 vs. JORAX (8.00). CWIAX return over 5 years is better than : 50.93 vs. JORAX (35.48).
| 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 | 16.202 | 14.191 | 114% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 3.01B | 4,585% |
| Annual Yield % from dividends | 1.43 | 0.79 | 181% |
| Returns for 1 year | 13.15 | 8.00 | 164% |
| Returns for 3 years | 55.56 | 37.18 | 149% |
| Returns for 5 years | 50.93 | 35.48 | 144% |
| Returns for 10 years | 98.76 | 72.48 | 136% |
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