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CWIEX vs JORRX
CWIEX vs JORRX Comparison
Open Charts CWIEX vs JORRX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Janus Henderson Global Select R
Price$20.53
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets3.05B
CWIEX vs JORRX Comparison Chart in %
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CWIEX vs. JORRX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. JORRX (3.05B). CWIEX pays higher dividends than JORRX: CWIEX (1.22) vs JORRX (0.58). CWIEX was incepted earlier than JORRX: CWIEX (24 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 : 9.15 vs. JORRX (3.60). CWIEX return over 5 years is better than : 56.65 vs. JORRX (38.72).
| CWIEX | JORRX | CWIEX / JORRX | |
| Total Expense Ratio | 1.00 | 1.57 | 64% |
| Annual Report Gross Expense Ratio | 1.00 | 2.98 | 34% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 18.639 | 16.120 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 3.05B | 4,592% |
| Annual Yield % from dividends | 1.22 | 0.58 | 210% |
| Returns for 1 year | 9.15 | 3.60 | 254% |
| Returns for 3 years | 69.61 | 48.75 | 143% |
| Returns for 5 years | 56.65 | 38.72 | 146% |
| Returns for 10 years | 109.57 | 76.69 | 143% |
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