Interact to see
Advertisement
Advertisement
CWIEX vs JLFSX
CWIEX vs JLFSX Comparison
Open Charts CWIEX vs JLFSX
American Funds Capital World Gr&Inc 529E
Price$77.12
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets143.54B
JHancock Global Climate Action I
Price$12.65
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets6.73M
CWIEX vs JLFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. JLFSX (6.73M). CWIEX pays higher dividends than JLFSX: CWIEX (1.15) vs JLFSX (0.37). CWIEX was incepted earlier than JLFSX: CWIEX (24 years) vs JLFSX (2 years). JLFSX (3.80) 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 : 14.74 vs. JLFSX (5.60).
| CWIEX | JLFSX | CWIEX / JLFSX | |
| Total Expense Ratio | 1.00 | 0.95 | 105% |
| Annual Report Gross Expense Ratio | 1.00 | 3.80 | 26% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | 23.158 | 15.000 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 6.73M | 2,139,037% |
| Annual Yield % from dividends | 1.15 | 0.37 | 312% |
| Returns for 1 year | 14.74 | 5.60 | 263% |
| Returns for 3 years | 55.93 | N/A | - |
| Returns for 5 years | 49.27 | N/A | - |
| Returns for 10 years | 105.00 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement