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CWIAX vs JORRX
CWIAX vs JORRX Comparison
Open Charts CWIAX vs JORRX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Janus Henderson Global Select R
Price$20.56
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets3.14B
CWIAX vs JORRX Comparison Chart in %
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CWIAX vs. JORRX commentary
Oct 19, 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: 141B vs. JORRX (3.14B). CWIAX pays higher dividends than JORRX: CWIAX (1.39) 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: 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 : 10.77 vs. JORRX (4.33). CWIAX return over 5 years is better than : 54.01 vs. JORRX (30.98).
| 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 | 19.974 | 16.290 | 123% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 3.14B | 4,492% |
| Annual Yield % from dividends | 1.39 | 0.56 | 246% |
| Returns for 1 year | 10.77 | 4.33 | 249% |
| Returns for 3 years | 67.94 | 42.83 | 159% |
| Returns for 5 years | 54.01 | 30.98 | 174% |
| Returns for 10 years | 99.76 | 62.79 | 159% |
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