Interact to see
Advertisement
Advertisement
CWIEX vs JORAX
CWIEX vs JORAX Comparison
Open Charts CWIEX vs JORAX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Janus Henderson Global Select A
Price$21.42
Change-$0.19 (-0.88%)
VolumeN/A
Net Assets3.12B
CWIEX vs JORAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. JORAX commentary
Nov 14, 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 CWIEX is a StrongBuy and JORAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. JORAX (3.12B). CWIEX pays higher dividends than JORAX: CWIEX (1.15) vs JORAX (0.76). CWIEX was incepted earlier than JORAX: CWIEX (24 years) vs JORAX (16 years). JORAX (1.02) and CWIEX (1.00) have similar cost to investors . JORAX is a more actively managed with annual turnover of: 36.00 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 : 13.18 vs. JORAX (6.57). CWIEX return over 5 years is better than : 46.58 vs. JORAX (30.90).
| 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 | 16 years | - |
| Gain YTD | 20.939 | 18.277 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 3.12B | 4,609% |
| Annual Yield % from dividends | 1.15 | 0.76 | 150% |
| Returns for 1 year | 13.18 | 6.57 | 201% |
| Returns for 3 years | 53.98 | 37.20 | 145% |
| Returns for 5 years | 46.58 | 30.90 | 151% |
| Returns for 10 years | 99.00 | 77.28 | 128% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EMRSX | 21.48 | -0.21 | -0.97% |
| JPMorgan Emerging Mkts Rsrch Enh Eq R6 | |||
| BTMFX | 25.25 | -0.25 | -0.98% |
| Boston Trust Midcap | |||
| PMCKX | 25.19 | -0.28 | -1.10% |
| Victory Pioneer Mid Cap Value R6 | |||
| RYBIX | 90.15 | -1.03 | -1.13% |
| Rydex Basic Materials Inv | |||
| BAWAX | 54.31 | -0.99 | -1.79% |
| Brown Advisory Sustainable Growth Adv | |||