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CWIAX vs JORIX
CWIAX vs JORIX Comparison
Open Charts CWIAX vs JORIX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Janus Henderson Global Select S
Price$21.14
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets3.05B
CWIAX vs JORIX Comparison Chart in %
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CWIAX vs. JORIX commentary
Sep 28, 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 JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. JORIX (3.05B). CWIAX pays higher dividends than JORIX: CWIAX (1.43) vs JORIX (0.58). 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 : 9.41 vs. JORIX (4.07). CWIAX return over 5 years is better than : 58.49 vs. JORIX (41.52).
| 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 | 18.856 | 16.346 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 3.05B | 4,592% |
| Annual Yield % from dividends | 1.43 | 0.58 | 246% |
| Returns for 1 year | 9.41 | 4.07 | 232% |
| Returns for 3 years | 70.79 | 50.55 | 140% |
| Returns for 5 years | 58.49 | 41.52 | 141% |
| Returns for 10 years | 114.38 | 83.26 | 137% |
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