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CWIAX vs JORIX
CWIAX vs JORIX Comparison
Open Charts CWIAX vs JORIX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Janus Henderson Global Select S
Price$20.51
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets3.01B
CWIAX vs JORIX Comparison Chart in %
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CWIAX vs. JORIX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. JORIX (3.01B). CWIAX pays higher dividends than JORIX: CWIAX (1.46) vs JORIX (0.59). CWIAX was incepted earlier than JORIX: CWIAX (23 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 : 13.76 vs. JORIX (6.93). CWIAX return over 5 years is better than : 55.06 vs. JORIX (40.15).
| CWIAX | JORIX | CWIAX / JORIX | |
| Total Expense Ratio | 0.78 | 1.32 | 59% |
| Annual Report Gross Expense Ratio | 0.78 | 2.75 | 28% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 15.007 | 12.878 | 117% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.01B | 4,559% |
| Annual Yield % from dividends | 1.46 | 0.59 | 247% |
| Returns for 1 year | 13.76 | 6.93 | 199% |
| Returns for 3 years | 52.42 | 35.36 | 148% |
| Returns for 5 years | 55.06 | 40.15 | 137% |
| Returns for 10 years | 84.54 | 53.65 | 158% |
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