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CWIEX vs JORAX
CWIEX vs JORAX Comparison
Open Charts CWIEX vs JORAX
American Funds Capital World Gr&Inc 529E
Price$71.43
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Janus Henderson Global Select A
Price$19.59
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets3.12B
CWIEX vs JORAX Comparison Chart in %
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CWIEX vs. JORAX commentary
Dec 26, 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 Hold and JORAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. JORAX (3.13B). CWIEX pays higher dividends than JORAX: CWIEX (1.14) 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: 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 : 12.05 vs. JORAX (6.53). CWIEX return over 5 years is better than : 32.09 vs. JORAX (16.71).
| 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 | 14.072 | 8.527 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.13B | 4,544% |
| Annual Yield % from dividends | 1.14 | 0.76 | 150% |
| Returns for 1 year | 12.05 | 6.53 | 185% |
| Returns for 3 years | 44.98 | 26.54 | 170% |
| Returns for 5 years | 32.09 | 16.71 | 192% |
| Returns for 10 years | 91.14 | 62.80 | 145% |
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