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CWIEX vs JORAX
CWIEX vs JORAX Comparison
Open Charts CWIEX vs JORAX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Janus Henderson Global Select A
Price$20.68
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORAX Comparison Chart in %
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CWIEX vs. JORAX commentary
Sep 09, 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 Buy and JORAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. JORAX (3.01B). CWIEX pays higher dividends than JORAX: CWIEX (1.22) vs JORAX (0.79). 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 : 12.87 vs. JORAX (8.00). CWIEX return over 5 years is better than : 49.15 vs. JORAX (35.48).
| 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 | 15.997 | 14.191 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 3.01B | 4,585% |
| Annual Yield % from dividends | 1.22 | 0.79 | 155% |
| Returns for 1 year | 12.87 | 8.00 | 161% |
| Returns for 3 years | 54.44 | 37.18 | 146% |
| Returns for 5 years | 49.15 | 35.48 | 139% |
| Returns for 10 years | 94.28 | 72.48 | 130% |
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