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CWIAX vs JORCX
CWIAX vs JORCX Comparison
Open Charts CWIAX vs JORCX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
Janus Henderson Global Select C
Price$19.63
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets3.05B
CWIAX vs JORCX Comparison Chart in %
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CWIAX vs. JORCX commentary
Sep 28, 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: 140B vs. JORCX (3.05B). CWIAX pays higher dividends than JORCX: CWIAX (1.43) 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 : 9.41 vs. JORCX (2.86). CWIAX return over 5 years is better than : 58.49 vs. JORCX (35.14).
| 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 | 18.856 | 15.811 | 119% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 3.05B | 4,592% |
| Annual Yield % from dividends | 1.43 | 0.23 | 634% |
| Returns for 1 year | 9.41 | 2.86 | 329% |
| Returns for 3 years | 70.79 | 46.34 | 153% |
| Returns for 5 years | 58.49 | 35.14 | 166% |
| Returns for 10 years | 114.38 | 68.70 | 166% |
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