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CWIEX vs JLFSX
CWIEX vs JLFSX Comparison
Open Charts CWIEX vs JLFSX
American Funds Capital World Gr&Inc 529E
Price$71.90
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
JHancock Global Climate Action I
Price$12.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.54M
CWIEX vs JLFSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. JLFSX (6.54M). CWIEX pays higher dividends than JLFSX: CWIEX (1.25) vs JLFSX (0.38). CWIEX was incepted earlier than JLFSX: CWIEX (23 years) vs JLFSX (2 years). JLFSX (4.85) is less costly to investors than CWIEX (1.00). JLFSX is a more actively managed with annual turnover of: 84.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than JLFSX: CWIEX (250) vs JLFSX (250000). CWIEX annual gain was more profitable for investors over the last year : 9.17 vs. JLFSX (5.59).
| CWIEX | JLFSX | CWIEX / JLFSX | |
| Total Expense Ratio | 1.00 | 0.96 | 104% |
| Annual Report Gross Expense Ratio | 1.00 | 4.85 | 21% |
| Fund Existence | 23 years | 2 years | - |
| Gain YTD | 14.594 | 11.455 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.54M | 2,095,763% |
| Annual Yield % from dividends | 1.25 | 0.38 | 326% |
| Returns for 1 year | 9.17 | 5.59 | 164% |
| Returns for 3 years | 43.46 | N/A | - |
| Returns for 5 years | 48.42 | N/A | - |
| Returns for 10 years | 90.50 | N/A | - |
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