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CWIEX vs JORCX
CWIEX vs JORCX Comparison
Open Charts CWIEX vs JORCX
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Janus Henderson Global Select C
Price$19.07
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORCX Comparison Chart in %
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CWIEX vs. JORCX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B 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 : 13.48 vs. JORCX (5.73). CWIEX return over 5 years is better than : 53.28 vs. JORCX (33.85).
| 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 | 14.849 | 12.507 | 119% |
| Front Load | N/A | N/A | - |
| 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 | 0.23 | 543% |
| Returns for 1 year | 13.48 | 5.73 | 235% |
| Returns for 3 years | 51.35 | 31.74 | 162% |
| Returns for 5 years | 53.28 | 33.85 | 157% |
| Returns for 10 years | 80.39 | 41.39 | 194% |
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