Interact to see
Advertisement
Advertisement
CWIAX vs JORFX
CWIAX vs JORFX Comparison
Open Charts CWIAX vs JORFX
American Funds Capital World Gr&Inc 529A
Price$75.71
Change-$0.29 (-0.38%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select I
Price$21.49
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets3.11B
CWIAX vs JORFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. JORFX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. JORFX (3.11B). CWIAX pays higher dividends than JORFX: CWIAX (1.45) vs JORFX (0.48). CWIAX was incepted earlier than JORFX: CWIAX (24 years) vs JORFX (17 years). JORFX (0.80) and CWIAX (0.78) have similar cost to investors . JORFX is a more actively managed with annual turnover of: 48.00 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 : 15.90 vs. JORFX (9.06). CWIAX return over 5 years is better than : 34.76 vs. JORFX (18.23).
| 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 | 17 years | - |
| Gain YTD | 5.538 | 4.169 | 133% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.11B | 4,560% |
| Annual Yield % from dividends | 1.45 | 0.48 | 300% |
| Returns for 1 year | 15.90 | 9.06 | 176% |
| Returns for 3 years | 43.93 | 23.59 | 186% |
| Returns for 5 years | 34.76 | 18.23 | 191% |
| Returns for 10 years | 125.48 | 97.56 | 129% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers