Interact to see
Advertisement
Advertisement
CWIEX vs JORRX
CWIEX vs JORRX Comparison
Open Charts CWIEX vs JORRX
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Janus Henderson Global Select R
Price$19.93
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. JORRX commentary
Jul 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 JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. JORRX (3.01B). CWIEX pays higher dividends than JORRX: CWIEX (1.25) vs JORRX (0.59). CWIEX was incepted earlier than JORRX: CWIEX (23 years) vs JORRX (16 years). JORRX (2.98) is less costly to investors than CWIEX (1.00). JORRX is a more actively managed with annual turnover of: 36.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than JORRX: CWIEX (250) vs JORRX (2500). CWIEX annual gain was more profitable for investors over the last year : 13.48 vs. JORRX (6.50). CWIEX return over 5 years is better than : 53.28 vs. JORRX (37.41).
| CWIEX | JORRX | CWIEX / JORRX | |
| Total Expense Ratio | 1.00 | 1.57 | 64% |
| Annual Report Gross Expense Ratio | 1.00 | 2.98 | 34% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 14.849 | 12.726 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.01B | 4,559% |
| Annual Yield % from dividends | 1.25 | 0.59 | 210% |
| Returns for 1 year | 13.48 | 6.50 | 207% |
| Returns for 3 years | 51.35 | 33.77 | 152% |
| Returns for 5 years | 53.28 | 37.41 | 142% |
| Returns for 10 years | 80.39 | 48.12 | 167% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CSSJX | 26.72 | 0.38 | +1.44% |
| Carillon Chartwell Small Cap C | |||
| LSHCX | 25.80 | 0.26 | +1.02% |
| Kinetics Spin-Off and Corp Rest Adv C | |||
| AMADX | 38.25 | 0.15 | +0.39% |
| American Century Discplnd Cor Val A | |||
| TEQHX | 12.91 | -0.03 | -0.23% |
| Nuveen Emerging Markets Eq Idx I | |||
| PJNQX | 60.44 | -0.31 | -0.51% |
| PGIM Jennison Natural Resources R6 | |||