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CWIEX vs JORAX
CWIEX vs JORAX Comparison
Open Charts CWIEX vs JORAX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Janus Henderson Global Select A
Price$20.79
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORAX Comparison Chart in %
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CWIEX vs. JORAX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. JORAX (3.01B). CWIEX pays higher dividends than JORAX: CWIEX (1.25) vs JORAX (0.80). CWIEX was incepted earlier than JORAX: CWIEX (23 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 : 11.15 vs. JORAX (6.32). CWIEX return over 5 years is better than : 49.58 vs. JORAX (38.04).
| CWIEX | JORAX | CWIEX / JORAX | |
| Total Expense Ratio | 1.00 | 1.02 | 98% |
| Annual Report Gross Expense Ratio | 1.00 | 1.02 | 98% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 15.312 | 14.798 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.01B | 4,551% |
| Annual Yield % from dividends | 1.25 | 0.80 | 156% |
| Returns for 1 year | 11.15 | 6.32 | 177% |
| Returns for 3 years | 41.58 | 27.21 | 153% |
| Returns for 5 years | 49.58 | 38.04 | 130% |
| Returns for 10 years | 81.77 | 61.87 | 132% |
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