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CWIAX vs JORIX
CWIAX vs JORIX Comparison
Open Charts CWIAX vs JORIX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Janus Henderson Global Select S
Price$21.44
Change-$0.19 (-0.88%)
VolumeN/A
Net Assets3.12B
CWIAX vs JORIX Comparison Chart in %
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CWIAX vs. JORIX commentary
Nov 14, 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 StrongBuy and JORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. JORIX (3.12B). CWIAX pays higher dividends than JORIX: CWIAX (1.36) 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: 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 : 13.45 vs. JORIX (6.32). CWIAX return over 5 years is better than : 48.31 vs. JORIX (29.15).
| CWIAX | JORIX | CWIAX / JORIX | |
| Total Expense Ratio | 0.78 | 1.32 | 59% |
| Annual Report Gross Expense Ratio | 0.78 | 2.75 | 28% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 21.188 | 17.997 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 3.12B | 4,609% |
| Annual Yield % from dividends | 1.36 | 0.56 | 241% |
| Returns for 1 year | 13.45 | 6.32 | 213% |
| Returns for 3 years | 55.06 | 36.12 | 152% |
| Returns for 5 years | 48.31 | 29.15 | 166% |
| Returns for 10 years | 103.54 | 73.04 | 142% |
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