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CWIEX vs JORFX
CWIEX vs JORFX Comparison
Open Charts CWIEX vs JORFX
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Janus Henderson Global Select I
Price$20.39
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORFX Comparison Chart in %
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CWIEX vs. JORFX commentary
Jul 27, 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 JORFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. JORFX (3.01B). CWIEX pays higher dividends than JORFX: CWIEX (1.25) vs JORFX (1.04). CWIEX was incepted earlier than JORFX: CWIEX (23 years) vs JORFX (16 years). CWIEX (1.00) is less costly to investors than JORFX (0.80). JORFX is a more actively managed with annual turnover of: 36.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than JORFX: CWIEX (250) vs JORFX (2500). CWIEX annual gain was more profitable for investors over the last year : 13.48 vs. JORFX (7.42). CWIEX return over 5 years is better than : 53.28 vs. JORFX (43.57).
| CWIEX | JORFX | CWIEX / JORFX | |
| Total Expense Ratio | 1.00 | 0.80 | 125% |
| Annual Report Gross Expense Ratio | 1.00 | 0.80 | 125% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 14.849 | 13.215 | 112% |
| 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 | 1.04 | 120% |
| Returns for 1 year | 13.48 | 7.42 | 182% |
| Returns for 3 years | 51.35 | 37.33 | 138% |
| Returns for 5 years | 53.28 | 43.57 | 122% |
| Returns for 10 years | 80.39 | 59.71 | 135% |
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