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CWIAX vs JORRX
CWIAX vs JORRX Comparison
Open Charts CWIAX vs JORRX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select R
Price$19.61
Change-$1.36 (-6.49%)
VolumeN/A
Net Assets3.11B
CWIAX vs JORRX Comparison Chart in %
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CWIAX vs. JORRX commentary
Feb 04, 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 Buy and JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. JORRX (3.11B). CWIAX pays higher dividends than JORRX: CWIAX (1.45) vs JORRX (0.33). CWIAX was incepted earlier than JORRX: CWIAX (24 years) vs JORRX (17 years). JORRX (2.98) is less costly to investors than CWIAX (0.78). JORRX is a more actively managed with annual turnover of: 48.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than JORRX: CWIAX (250) vs JORRX (2500). CWIAX annual gain was more profitable for investors over the last year : 16.21 vs. JORRX (8.30). CWIAX return over 5 years is better than : 33.28 vs. JORRX (11.54).
| CWIAX | JORRX | CWIAX / JORRX | |
| Total Expense Ratio | 0.78 | 1.57 | 50% |
| Annual Report Gross Expense Ratio | 0.78 | 2.98 | 26% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 4.934 | 3.702 | 133% |
| 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 | 1.45 | 0.33 | 444% |
| Returns for 1 year | 16.21 | 8.30 | 195% |
| Returns for 3 years | 43.10 | 19.53 | 221% |
| Returns for 5 years | 33.28 | 11.54 | 288% |
| Returns for 10 years | 124.19 | 81.52 | 152% |
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