CWIAX
Price
$72.92
Change
+$0.34 (+0.47%)
Updated
Sep 5 closing price
Net Assets
137.57B
JORIX
Price
$20.71
Change
-$0.01 (-0.05%)
Updated
Sep 5 closing price
Net Assets
3.01B
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CWIAX vs JORIX

Header iconCWIAX vs JORIX Comparison
Open Charts CWIAX vs JORIXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Janus Henderson Global Select S
Price$20.71
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets3.01B
CWIAX vs JORIX Comparison Chart in %
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CWIAX vs. JORIX commentary
Sep 08, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. JORIX (3.01B). 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 : 13.15 vs. JORIX (7.69). CWIAX return over 5 years is better than : 50.93 vs. JORIX (33.65).
CWIAXJORIXCWIAX / JORIX
Total Expense Ratio0.781.3259%
Annual Report Gross Expense Ratio0.782.7528%
Fund Existence24 years16 years-
Gain YTD16.20213.979116%
Front Load4%N/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets138B3.01B4,585%
Annual Yield % from dividends1.430.58246%
Returns for 1 year13.157.69171%
Returns for 3 years55.5636.07154%
Returns for 5 years50.9333.65151%
Returns for 10 years98.7668.31145%
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