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CWIAX vs JORIX
CWIAX vs JORIX Comparison
Open Charts CWIAX vs JORIX
American Funds Capital World Gr&Inc 529A
Price$73.79
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select S
Price$20.22
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets3.11B
CWIAX vs JORIX Comparison Chart in %
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CWIAX vs. JORIX commentary
Jan 15, 2026
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 (3.11B). CWIAX pays higher dividends than JORIX: CWIAX (1.52) vs JORIX (0.21). CWIAX was incepted earlier than JORIX: CWIAX (24 years) vs JORIX (17 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 : 18.87 vs. JORIX (11.47). CWIAX return over 5 years is better than : 33.89 vs. JORIX (14.33).
| 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 | 17 years | - |
| Gain YTD | 3.725 | 3.321 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.11B | 4,560% |
| Annual Yield % from dividends | 1.52 | 0.21 | 726% |
| Returns for 1 year | 18.87 | 11.47 | 165% |
| Returns for 3 years | 43.38 | 22.01 | 197% |
| Returns for 5 years | 33.89 | 14.33 | 236% |
| Returns for 10 years | 123.34 | 84.46 | 146% |
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