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CWIEX vs JORRX
CWIEX vs JORRX Comparison
Open Charts CWIEX vs JORRX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Janus Henderson Global Select R
Price$20.80
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets3.12B
CWIEX vs JORRX Comparison Chart in %
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CWIEX vs. JORRX commentary
Dec 04, 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 JORRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. JORRX (3.12B). CWIEX pays higher dividends than JORRX: CWIEX (1.14) vs JORRX (0.56). 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 : 12.34 vs. JORRX (3.16). CWIEX return over 5 years is better than : 42.72 vs. JORRX (20.62).
| 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 | 21.753 | 17.195 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.12B | 4,545% |
| Annual Yield % from dividends | 1.14 | 0.56 | 203% |
| Returns for 1 year | 12.34 | 3.16 | 390% |
| Returns for 3 years | 49.28 | 27.26 | 181% |
| Returns for 5 years | 42.72 | 20.62 | 207% |
| Returns for 10 years | 98.13 | 63.55 | 154% |
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