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CWIAX vs JORIX
CWIAX vs JORIX Comparison
Open Charts CWIAX vs JORIX
American Funds Capital World Gr&Inc 529A
Price$75.88
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
Janus Henderson Global Select S
Price$21.35
Change+$0.17 (+0.80%)
VolumeN/A
Net Assets3.14B
CWIAX vs JORIX Comparison Chart in %
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CWIAX vs. JORIX commentary
Oct 21, 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 JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. JORIX (3.14B). CWIAX pays higher dividends than JORIX: CWIAX (1.39) vs JORIX (0.56). CWIAX was incepted earlier than JORIX: CWIAX (24 years) vs JORIX (16 years). JORIX (2.75) is less costly to investors than CWIAX (0.78). JORIX is a more actively managed with annual turnover of: 36.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than JORIX: CWIAX (250) vs JORIX (2500). CWIAX annual gain was more profitable for investors over the last year : 10.77 vs. JORIX (4.83). CWIAX return over 5 years is better than : 54.01 vs. JORIX (33.65).
| CWIAX | JORIX | CWIAX / JORIX | |
| Total Expense Ratio | 0.78 | 1.32 | 59% |
| Annual Report Gross Expense Ratio | 0.78 | 2.75 | 28% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 19.974 | 16.566 | 121% |
| 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 | 0.56 | 247% |
| Returns for 1 year | 10.77 | 4.83 | 223% |
| Returns for 3 years | 67.94 | 44.56 | 152% |
| Returns for 5 years | 54.01 | 33.65 | 161% |
| Returns for 10 years | 99.76 | 68.75 | 145% |
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