Interact to see
Advertisement
Advertisement
CWIEX vs JORFX
CWIEX vs JORFX Comparison
Open Charts CWIEX vs JORFX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Janus Henderson Global Select I
Price$21.07
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets3.14B
CWIEX vs JORFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. JORFX commentary
Oct 18, 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: 141B vs. JORFX (3.14B). CWIEX pays higher dividends than JORFX: CWIEX (1.17) 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 : 10.48 vs. JORFX (5.24). CWIEX return over 5 years is better than : 52.18 vs. JORFX (36.88).
| 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 | 19.725 | 16.991 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 3.14B | 4,492% |
| Annual Yield % from dividends | 1.17 | 0.99 | 119% |
| Returns for 1 year | 10.48 | 5.24 | 200% |
| Returns for 3 years | 66.72 | 46.49 | 144% |
| Returns for 5 years | 52.18 | 36.88 | 141% |
| Returns for 10 years | 95.26 | 75.58 | 126% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers