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CWIAX vs JORRX
CWIAX vs JORRX Comparison
Open Charts CWIAX vs JORRX
American Funds Capital World Gr&Inc 529A
Price$71.61
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Janus Henderson Global Select R
Price$18.97
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.12B
CWIAX vs JORRX Comparison Chart in %
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CWIAX vs. JORRX commentary
Dec 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 Hold and JORRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. JORRX (3.13B). CWIAX pays higher dividends than JORRX: CWIAX (1.35) vs JORRX (0.56). CWIAX was incepted earlier than JORRX: CWIAX (24 years) vs JORRX (16 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 : 12.26 vs. JORRX (5.74). CWIAX return over 5 years is better than : 33.62 vs. JORRX (12.62).
| 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 | 16 years | - |
| Gain YTD | 14.302 | 7.659 | 187% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.13B | 4,544% |
| Annual Yield % from dividends | 1.35 | 0.56 | 240% |
| Returns for 1 year | 12.26 | 5.74 | 213% |
| Returns for 3 years | 45.97 | 23.84 | 193% |
| Returns for 5 years | 33.62 | 12.62 | 266% |
| Returns for 10 years | 95.47 | 52.47 | 182% |
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