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CWIEX vs JORCX
CWIEX vs JORCX Comparison
Open Charts CWIEX vs JORCX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
Janus Henderson Global Select C
Price$19.63
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets3.05B
CWIEX vs JORCX Comparison Chart in %
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CWIEX vs. JORCX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. JORCX (3.05B). CWIEX pays higher dividends than JORCX: CWIEX (1.22) vs JORCX (0.23). 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 : 9.15 vs. JORCX (2.86). CWIEX return over 5 years is better than : 56.65 vs. JORCX (35.14).
| 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 | 18.639 | 15.811 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 3.05B | 4,592% |
| Annual Yield % from dividends | 1.22 | 0.23 | 542% |
| Returns for 1 year | 9.15 | 2.86 | 320% |
| Returns for 3 years | 69.61 | 46.34 | 150% |
| Returns for 5 years | 56.65 | 35.14 | 161% |
| Returns for 10 years | 109.57 | 68.70 | 159% |
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