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CWIAX vs JORRX
CWIAX vs JORRX Comparison
Open Charts CWIAX vs JORRX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Janus Henderson Global Select R
Price$20.53
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets3.05B
CWIAX vs JORRX Comparison Chart in %
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CWIAX vs. JORRX commentary
Sep 29, 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 JORRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. JORRX (3.05B). CWIAX pays higher dividends than JORRX: CWIAX (1.43) vs JORRX (0.58). 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: 36.00 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 : 9.41 vs. JORRX (3.60). CWIAX return over 5 years is better than : 58.49 vs. JORRX (38.72).
| 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 | 18.856 | 16.120 | 117% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 3.05B | 4,592% |
| Annual Yield % from dividends | 1.43 | 0.58 | 245% |
| Returns for 1 year | 9.41 | 3.60 | 262% |
| Returns for 3 years | 70.79 | 48.75 | 145% |
| Returns for 5 years | 58.49 | 38.72 | 151% |
| Returns for 10 years | 114.38 | 76.69 | 149% |
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