CWIEX
Price
$74.29
Change
+$0.31 (+0.42%)
Updated
Sep 26 closing price
Net Assets
140.16B
JORIX
Price
$21.14
Change
+$0.10 (+0.48%)
Updated
Sep 26 closing price
Net Assets
3.05B
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CWIEX vs JORIX

Header iconCWIEX vs JORIX Comparison
Open Charts CWIEX vs JORIXBanner chart's image
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Janus Henderson Global Select S
Price$21.14
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets3.05B
CWIEX vs JORIX Comparison Chart in %
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CWIEX vs. JORIX commentary
Sep 28, 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 JORIX is a Hold.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. JORIX (3.05B). CWIEX pays higher dividends than JORIX: CWIEX (1.22) vs JORIX (0.58). 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 : 9.15 vs. JORIX (4.07). CWIEX return over 5 years is better than : 56.65 vs. JORIX (41.52).
CWIEXJORIXCWIEX / JORIX
Total Expense Ratio1.001.3276%
Annual Report Gross Expense Ratio1.002.7536%
Fund Existence24 years16 years-
Gain YTD18.63916.346114%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets140B3.05B4,592%
Annual Yield % from dividends1.220.58211%
Returns for 1 year9.154.07225%
Returns for 3 years69.6150.55138%
Returns for 5 years56.6541.52136%
Returns for 10 years109.5783.26132%
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