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CWIEX vs JORIX
CWIEX vs JORIX Comparison
Open Charts CWIEX vs JORIX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Janus Henderson Global Select S
Price$20.71
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORIX Comparison Chart in %
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CWIEX vs. JORIX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. JORIX (3.01B). 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 : 12.87 vs. JORIX (7.69). CWIEX return over 5 years is better than : 49.15 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 | 15.997 | 13.979 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 3.01B | 4,585% |
| Annual Yield % from dividends | 1.22 | 0.58 | 211% |
| Returns for 1 year | 12.87 | 7.69 | 167% |
| Returns for 3 years | 54.44 | 36.07 | 151% |
| Returns for 5 years | 49.15 | 33.65 | 146% |
| Returns for 10 years | 94.28 | 68.31 | 138% |
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