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CWIAX vs JORFX
CWIAX vs JORFX Comparison
Open Charts CWIAX vs JORFX
American Funds Capital World Gr&Inc 529A
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Janus Henderson Global Select I
Price$19.48
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets3.12B
CWIAX vs JORFX Comparison Chart in %
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CWIAX vs. JORFX commentary
Dec 25, 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: 142B vs. JORFX (3.13B). CWIAX pays higher dividends than JORFX: CWIAX (1.35) 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: 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 : 12.26 vs. JORFX (6.77). CWIAX return over 5 years is better than : 33.62 vs. JORFX (17.93).
| 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 | 14.302 | 8.723 | 164% |
| 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 | 0.99 | 137% |
| Returns for 1 year | 12.26 | 6.77 | 181% |
| Returns for 3 years | 45.97 | 27.23 | 169% |
| Returns for 5 years | 33.62 | 17.93 | 188% |
| Returns for 10 years | 95.47 | 65.28 | 146% |
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