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CWIAX vs JORCX
CWIAX vs JORCX Comparison
Open Charts CWIAX vs JORCX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Janus Henderson Global Select C
Price$19.89
Change-$0.18 (-0.90%)
VolumeN/A
Net Assets3.12B
CWIAX vs JORCX Comparison Chart in %
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CWIAX vs. JORCX commentary
Nov 14, 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 JORCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. JORCX (3.12B). CWIAX pays higher dividends than JORCX: CWIAX (1.36) vs JORCX (0.22). CWIAX was incepted earlier than JORCX: CWIAX (24 years) vs JORCX (16 years). JORCX (2.21) is less costly to investors than CWIAX (0.78). JORCX is a more actively managed with annual turnover of: 36.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than JORCX: CWIAX (250) vs JORCX (2500). CWIAX annual gain was more profitable for investors over the last year : 13.45 vs. JORCX (5.50). CWIAX return over 5 years is better than : 48.31 vs. JORCX (24.40).
| CWIAX | JORCX | CWIAX / JORCX | |
| Total Expense Ratio | 0.78 | 1.90 | 41% |
| Annual Report Gross Expense Ratio | 0.78 | 2.21 | 35% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 21.188 | 18.407 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 3.12B | 4,609% |
| Annual Yield % from dividends | 1.36 | 0.22 | 620% |
| Returns for 1 year | 13.45 | 5.50 | 245% |
| Returns for 3 years | 55.06 | 32.29 | 171% |
| Returns for 5 years | 48.31 | 24.40 | 198% |
| Returns for 10 years | 103.54 | 61.88 | 167% |
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