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CWIEX vs JORAX
CWIEX vs JORAX Comparison
Open Charts CWIEX vs JORAX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select A
Price$20.27
Change-$1.30 (-6.03%)
VolumeN/A
Net Assets3.11B
CWIEX vs JORAX Comparison Chart in %
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CWIEX vs. JORAX commentary
Feb 04, 2026
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 CWIEX is a Buy and JORAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. JORAX (3.11B). CWIEX pays higher dividends than JORAX: CWIEX (1.24) vs JORAX (0.33). CWIEX was incepted earlier than JORAX: CWIEX (24 years) vs JORAX (17 years). JORAX (1.02) and CWIEX (1.00) have similar cost to investors . JORAX is a more actively managed with annual turnover of: 48.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than JORAX: CWIEX (250) vs JORAX (2500). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. JORAX (9.24). CWIEX return over 5 years is better than : 31.71 vs. JORAX (15.65).
| CWIEX | JORAX | CWIEX / JORAX | |
| Total Expense Ratio | 1.00 | 1.02 | 98% |
| Annual Report Gross Expense Ratio | 1.00 | 1.02 | 98% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 4.913 | 3.736 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.11B | 4,560% |
| Annual Yield % from dividends | 1.24 | 0.33 | 375% |
| Returns for 1 year | 15.93 | 9.24 | 172% |
| Returns for 3 years | 42.06 | 22.26 | 189% |
| Returns for 5 years | 31.71 | 15.65 | 203% |
| Returns for 10 years | 119.07 | 93.68 | 127% |
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