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$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Janus Henderson Global Select A
Price$20.48
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. JORAX commentary
Jul 27, 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 Buy.
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 (0.81). 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 : 13.48 vs. JORAX (7.23). CWIEX return over 5 years is better than : 53.28 vs. JORAX (42.07).
| CWIEX | JORAX | CWIEX / JORAX | |
| Total Expense Ratio | 1.00 | 1.02 | 98% |
| Annual Report Gross Expense Ratio | 1.00 | 1.02 | 98% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 14.849 | 13.087 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.01B | 4,559% |
| Annual Yield % from dividends | 1.25 | 0.81 | 155% |
| Returns for 1 year | 13.48 | 7.23 | 186% |
| Returns for 3 years | 51.35 | 36.47 | 141% |
| Returns for 5 years | 53.28 | 42.07 | 127% |
| Returns for 10 years | 80.39 | 57.30 | 140% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement