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CWIEX vs JORIX
CWIEX vs JORIX Comparison
Open Charts CWIEX vs JORIX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select S
Price$20.31
Change-$1.28 (-5.93%)
VolumeN/A
Net Assets3.11B
CWIEX vs JORIX Comparison Chart in %
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CWIEX vs. JORIX commentary
Feb 05, 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 JORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. JORIX (3.11B). CWIEX pays higher dividends than JORIX: CWIEX (1.24) vs JORIX (0.20). CWIEX was incepted earlier than JORIX: CWIEX (24 years) vs JORIX (17 years). JORIX (2.75) is less costly to investors than CWIEX (1.00). JORIX is a more actively managed with annual turnover of: 48.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than JORIX: CWIEX (250) vs JORIX (2500). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. JORIX (8.86). CWIEX return over 5 years is better than : 31.71 vs. JORIX (14.02).
| CWIEX | JORIX | CWIEX / JORIX | |
| Total Expense Ratio | 1.00 | 1.32 | 76% |
| Annual Report Gross Expense Ratio | 1.00 | 2.75 | 36% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 4.913 | 3.781 | 130% |
| 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 | 0.20 | 619% |
| Returns for 1 year | 15.93 | 8.86 | 180% |
| Returns for 3 years | 42.06 | 21.18 | 199% |
| Returns for 5 years | 31.71 | 14.02 | 226% |
| Returns for 10 years | 119.07 | 88.72 | 134% |
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