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CWIAX vs JORFX
CWIAX vs JORFX Comparison
Open Charts CWIAX vs JORFX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Janus Henderson Global Select I
Price$21.33
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets3.12B
CWIAX vs JORFX Comparison Chart in %
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CWIAX vs. JORFX commentary
Dec 04, 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 StrongBuy and JORFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. JORFX (3.12B). 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: 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 : 12.62 vs. JORFX (4.08). CWIAX return over 5 years is better than : 44.44 vs. JORFX (26.04).
| 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 | 22.035 | 17.990 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.12B | 4,545% |
| Annual Yield % from dividends | 1.35 | 0.99 | 137% |
| Returns for 1 year | 12.62 | 4.08 | 309% |
| Returns for 3 years | 50.37 | 30.45 | 165% |
| Returns for 5 years | 44.44 | 26.04 | 171% |
| Returns for 10 years | 102.70 | 76.41 | 134% |
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