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CWIAX vs JORIX
CWIAX vs JORIX Comparison
Open Charts CWIAX vs JORIX
American Funds Capital World Gr&Inc 529A
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Janus Henderson Global Select S
Price$19.63
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets3.12B
CWIAX vs JORIX Comparison Chart in %
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CWIAX vs. JORIX commentary
Dec 26, 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 JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. JORIX (3.13B). CWIAX pays higher dividends than JORIX: CWIAX (1.35) 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: 48.00 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 : 12.26 vs. JORIX (6.30). CWIAX return over 5 years is better than : 33.62 vs. JORIX (15.16).
| 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 | 14.302 | 8.288 | 173% |
| 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 | 0.56 | 241% |
| Returns for 1 year | 12.26 | 6.30 | 195% |
| Returns for 3 years | 45.97 | 25.66 | 179% |
| Returns for 5 years | 33.62 | 15.16 | 222% |
| Returns for 10 years | 95.47 | 58.98 | 162% |
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