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CWIEX vs JORFX
CWIEX vs JORFX Comparison
Open Charts CWIEX vs JORFX
American Funds Capital World Gr&Inc 529E
Price$75.60
Change-$0.28 (-0.37%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select I
Price$21.49
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets3.11B
CWIEX vs JORFX Comparison Chart in %
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CWIEX vs. JORFX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. JORFX (3.11B). CWIEX pays higher dividends than JORFX: CWIEX (1.24) vs JORFX (0.48). CWIEX was incepted earlier than JORFX: CWIEX (24 years) vs JORFX (17 years). CWIEX (1.00) is less costly to investors than JORFX (0.80). JORFX is a more actively managed with annual turnover of: 48.00 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 : 15.62 vs. JORFX (9.06). CWIEX return over 5 years is better than : 33.17 vs. JORFX (18.23).
| CWIEX | JORFX | CWIEX / JORFX | |
| Total Expense Ratio | 1.00 | 0.80 | 125% |
| Annual Report Gross Expense Ratio | 1.00 | 0.80 | 125% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 5.519 | 4.169 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.11B | 4,560% |
| Annual Yield % from dividends | 1.24 | 0.48 | 257% |
| Returns for 1 year | 15.62 | 9.06 | 173% |
| Returns for 3 years | 42.88 | 23.59 | 182% |
| Returns for 5 years | 33.17 | 18.23 | 182% |
| Returns for 10 years | 120.33 | 97.56 | 123% |
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