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CWIEX vs JORCX
CWIEX vs JORCX Comparison
Open Charts CWIEX vs JORCX
American Funds Capital World Gr&Inc 529E
Price$72.32
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets137.57B
Janus Henderson Global Select C
Price$19.32
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORCX Comparison Chart in %
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CWIEX vs. JORCX commentary
Aug 19, 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 JORCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. JORCX (3.01B). CWIEX pays higher dividends than JORCX: CWIEX (1.25) vs JORCX (0.23). CWIEX was incepted earlier than JORCX: CWIEX (23 years) vs JORCX (16 years). JORCX (2.21) is less costly to investors than CWIEX (1.00). JORCX is a more actively managed with annual turnover of: 36.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than JORCX: CWIEX (250) vs JORCX (2500). CWIEX annual gain was more profitable for investors over the last year : 10.87 vs. JORCX (4.80). CWIEX return over 5 years is better than : 49.32 vs. JORCX (29.81).
| CWIEX | JORCX | CWIEX / JORCX | |
| Total Expense Ratio | 1.00 | 1.90 | 53% |
| Annual Report Gross Expense Ratio | 1.00 | 2.21 | 45% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 15.264 | 13.982 | 109% |
| Front Load | N/A | N/A | - |
| 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 | 1.25 | 0.23 | 546% |
| Returns for 1 year | 10.87 | 4.80 | 227% |
| Returns for 3 years | 44.29 | 24.50 | 181% |
| Returns for 5 years | 49.32 | 29.81 | 165% |
| Returns for 10 years | 91.61 | 55.09 | 166% |
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