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CWIAX vs JORCX
CWIAX vs JORCX Comparison
Open Charts CWIAX vs JORCX
American Funds Capital World Gr&Inc 529A
Price$71.61
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Janus Henderson Global Select C
Price$18.11
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets3.12B
CWIAX vs JORCX Comparison Chart in %
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CWIAX vs. JORCX commentary
Dec 27, 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 Hold and JORCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. JORCX (3.13B). CWIAX pays higher dividends than JORCX: CWIAX (1.35) 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: 48.00 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 : 12.35 vs. JORCX (4.98). CWIAX return over 5 years is better than : 33.75 vs. JORCX (9.41).
| 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 | 14.414 | 6.897 | 209% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.13B | 4,544% |
| Annual Yield % from dividends | 1.35 | 0.22 | 618% |
| Returns for 1 year | 12.35 | 4.98 | 248% |
| Returns for 3 years | 46.06 | 21.45 | 215% |
| Returns for 5 years | 33.75 | 9.41 | 359% |
| Returns for 10 years | 94.37 | 45.10 | 209% |
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