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CWIEX vs JORIX
CWIEX vs JORIX Comparison
Open Charts CWIEX vs JORIX
American Funds Capital World Gr&Inc 529E
Price$75.76
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
Janus Henderson Global Select S
Price$21.35
Change+$0.17 (+0.80%)
VolumeN/A
Net Assets3.14B
CWIEX vs JORIX Comparison Chart in %
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CWIEX vs. JORIX commentary
Oct 21, 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 JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. JORIX (3.14B). CWIEX pays higher dividends than JORIX: CWIEX (1.17) vs JORIX (0.56). CWIEX was incepted earlier than JORIX: CWIEX (24 years) vs JORIX (16 years). JORIX (2.75) is less costly to investors than CWIEX (1.00). JORIX is a more actively managed with annual turnover of: 36.00 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 : 10.48 vs. JORIX (4.83). CWIEX return over 5 years is better than : 52.18 vs. JORIX (33.65).
| 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 | 16 years | - |
| Gain YTD | 19.725 | 16.566 | 119% |
| 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 | 0.56 | 209% |
| Returns for 1 year | 10.48 | 4.83 | 217% |
| Returns for 3 years | 66.72 | 44.56 | 150% |
| Returns for 5 years | 52.18 | 33.65 | 155% |
| Returns for 10 years | 95.26 | 68.75 | 139% |