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CWIEX vs JORFX
CWIEX vs JORFX Comparison
Open Charts CWIEX vs JORFX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Janus Henderson Global Select I
Price$21.33
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets3.12B
CWIEX vs JORFX Comparison Chart in %
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CWIEX vs. JORFX commentary
Dec 04, 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 StrongBuy and JORFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. JORFX (3.12B). 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: 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 : 12.34 vs. JORFX (4.08). CWIEX return over 5 years is better than : 42.72 vs. JORFX (26.04).
| 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 | 21.753 | 17.990 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.12B | 4,545% |
| Annual Yield % from dividends | 1.14 | 0.99 | 116% |
| Returns for 1 year | 12.34 | 4.08 | 302% |
| Returns for 3 years | 49.28 | 30.45 | 162% |
| Returns for 5 years | 42.72 | 26.04 | 164% |
| Returns for 10 years | 98.13 | 76.41 | 128% |
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