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CWIEX vs JORCX
CWIEX vs JORCX Comparison
Open Charts CWIEX vs JORCX
American Funds Capital World Gr&Inc 529E
Price$71.43
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Janus Henderson Global Select C
Price$18.10
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets3.12B
CWIEX vs JORCX Comparison Chart in %
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CWIEX vs. JORCX commentary
Dec 25, 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: 142B vs. JORCX (3.13B). CWIEX pays higher dividends than JORCX: CWIEX (1.14) 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: 48.00 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 : 12.05 vs. JORCX (4.86). CWIEX return over 5 years is better than : 32.09 vs. JORCX (9.35).
| 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 | 14.072 | 6.838 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.13B | 4,544% |
| Annual Yield % from dividends | 1.14 | 0.22 | 523% |
| Returns for 1 year | 12.05 | 4.86 | 248% |
| Returns for 3 years | 44.98 | 21.39 | 210% |
| Returns for 5 years | 32.09 | 9.35 | 343% |
| Returns for 10 years | 91.14 | 45.25 | 201% |
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