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CWIEX vs JORFX
CWIEX vs JORFX Comparison
Open Charts CWIEX vs JORFX
American Funds Capital World Gr&Inc 529E
Price$71.43
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Janus Henderson Global Select I
Price$19.48
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets3.12B
CWIEX vs JORFX Comparison Chart in %
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CWIEX vs. JORFX 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 JORFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. JORFX (3.13B). CWIEX pays higher dividends than JORFX: CWIEX (1.14) vs JORFX (0.99). CWIEX was incepted earlier than JORFX: CWIEX (24 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: 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 : 12.05 vs. JORFX (6.77). CWIEX return over 5 years is better than : 32.09 vs. JORFX (17.93).
| 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 | 16 years | - |
| Gain YTD | 14.072 | 8.723 | 161% |
| 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 | 0.99 | 116% |
| Returns for 1 year | 12.05 | 6.77 | 178% |
| Returns for 3 years | 44.98 | 27.23 | 165% |
| Returns for 5 years | 32.09 | 17.93 | 179% |
| Returns for 10 years | 91.14 | 65.28 | 140% |
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