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CWIAX vs JORFX
CWIAX vs JORFX Comparison
Open Charts CWIAX vs JORFX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Janus Henderson Global Select I
Price$21.07
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets3.14B
CWIAX vs JORFX Comparison Chart in %
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CWIAX vs. JORFX commentary
Oct 18, 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 JORFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. JORFX (3.14B). CWIAX pays higher dividends than JORFX: CWIAX (1.39) vs JORFX (0.99). CWIAX was incepted earlier than JORFX: CWIAX (24 years) vs JORFX (16 years). JORFX (0.80) and CWIAX (0.78) have similar cost to investors . JORFX is a more actively managed with annual turnover of: 36.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than JORFX: CWIAX (250) vs JORFX (2500). CWIAX annual gain was more profitable for investors over the last year : 10.77 vs. JORFX (5.24). CWIAX return over 5 years is better than : 54.01 vs. JORFX (36.88).
| CWIAX | JORFX | CWIAX / JORFX | |
| Total Expense Ratio | 0.78 | 0.80 | 98% |
| Annual Report Gross Expense Ratio | 0.78 | 0.80 | 98% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 19.974 | 16.991 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 3.14B | 4,492% |
| Annual Yield % from dividends | 1.39 | 0.99 | 140% |
| Returns for 1 year | 10.77 | 5.24 | 205% |
| Returns for 3 years | 67.94 | 46.49 | 146% |
| Returns for 5 years | 54.01 | 36.88 | 146% |
| Returns for 10 years | 99.76 | 75.58 | 132% |
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