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CWIEX vs JORFX
CWIEX vs JORFX Comparison
Open Charts CWIEX vs JORFX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Janus Henderson Global Select I
Price$20.70
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORFX Comparison Chart in %
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CWIEX vs. JORFX commentary
Aug 17, 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 Hold.
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 : 11.15 vs. JORFX (6.50). CWIEX return over 5 years is better than : 49.58 vs. JORFX (39.48).
| 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 | 15.312 | 14.936 | 103% |
| 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 | 4,551% |
| Annual Yield % from dividends | 1.25 | 1.04 | 121% |
| Returns for 1 year | 11.15 | 6.50 | 172% |
| Returns for 3 years | 41.58 | 27.91 | 149% |
| Returns for 5 years | 49.58 | 39.48 | 126% |
| Returns for 10 years | 81.77 | 64.25 | 127% |
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