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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 %
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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 : 14.74 vs. JORAX (6.99). CWIEX return over 5 years is better than : 49.27 vs. JORAX (32.07).
| 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 | 23.158 | 19.326 | 120% |
| 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 | 14.74 | 6.99 | 211% |
| Returns for 3 years | 55.93 | 37.14 | 151% |
| Returns for 5 years | 49.27 | 32.07 | 154% |
| Returns for 10 years | 105.00 | 80.09 | 131% |
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