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CWIEX vs JORCX
CWIEX vs JORCX Comparison
Open Charts CWIEX vs JORCX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Janus Henderson Global Select C
Price$19.66
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets3.14B
CWIEX vs JORCX Comparison Chart in %
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CWIEX vs. JORCX commentary
Oct 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 Hold and JORCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. JORCX (3.14B). CWIEX pays higher dividends than JORCX: CWIEX (1.17) vs JORCX (0.22). CWIEX was incepted earlier than JORCX: CWIEX (24 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 : 10.48 vs. JORCX (3.61). CWIEX return over 5 years is better than : 52.18 vs. JORCX (27.67).
| CWIEX | JORCX | CWIEX / JORCX | |
| Total Expense Ratio | 1.00 | 1.90 | 53% |
| Annual Report Gross Expense Ratio | 1.00 | 2.21 | 45% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 19.725 | 15.988 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 3.14B | 4,492% |
| Annual Yield % from dividends | 1.17 | 0.22 | 537% |
| Returns for 1 year | 10.48 | 3.61 | 290% |
| Returns for 3 years | 66.72 | 40.53 | 165% |
| Returns for 5 years | 52.18 | 27.67 | 189% |
| Returns for 10 years | 95.26 | 55.47 | 172% |
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