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CWIAX vs JORCX
CWIAX vs JORCX Comparison
Open Charts CWIAX vs JORCX
American Funds Capital World Gr&Inc 529A
Price$72.45
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets137.57B
Janus Henderson Global Select C
Price$19.32
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets3.01B
CWIAX vs JORCX Comparison Chart in %
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CWIAX vs. JORCX commentary
Aug 19, 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 JORCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. JORCX (3.01B). CWIAX pays higher dividends than JORCX: CWIAX (1.46) vs JORCX (0.23). 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 : 11.15 vs. JORCX (4.80). CWIAX return over 5 years is better than : 51.08 vs. JORCX (29.81).
| 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 | 15.453 | 13.982 | 111% |
| Front Load | 4% | N/A | - |
| 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 | 1.46 | 0.23 | 638% |
| Returns for 1 year | 11.15 | 4.80 | 232% |
| Returns for 3 years | 45.33 | 24.50 | 185% |
| Returns for 5 years | 51.08 | 29.81 | 171% |
| Returns for 10 years | 96.01 | 55.09 | 174% |
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