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CWIAX vs JORFX
CWIAX vs JORFX Comparison
Open Charts CWIAX vs JORFX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Janus Henderson Global Select I
Price$20.39
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets3.01B
CWIAX vs JORFX Comparison Chart in %
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CWIAX vs. JORFX commentary
Jul 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 Buy and JORFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. JORFX (3.01B). CWIAX pays higher dividends than JORFX: CWIAX (1.46) vs JORFX (1.04). CWIAX was incepted earlier than JORFX: CWIAX (23 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 : 13.76 vs. JORFX (7.42). CWIAX return over 5 years is better than : 55.06 vs. JORFX (43.57).
| CWIAX | JORFX | CWIAX / JORFX | |
| Total Expense Ratio | 0.78 | 0.80 | 98% |
| Annual Report Gross Expense Ratio | 0.78 | 0.80 | 98% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 15.007 | 13.215 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.01B | 4,559% |
| Annual Yield % from dividends | 1.46 | 1.04 | 140% |
| Returns for 1 year | 13.76 | 7.42 | 185% |
| Returns for 3 years | 52.42 | 37.33 | 140% |
| Returns for 5 years | 55.06 | 43.57 | 126% |
| Returns for 10 years | 84.54 | 59.71 | 142% |
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