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CWIEX vs JORRX
CWIEX vs JORRX Comparison
Open Charts CWIEX vs JORRX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Janus Henderson Global Select R
Price$20.56
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets3.14B
CWIEX vs JORRX Comparison Chart in %
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CWIEX vs. JORRX commentary
Oct 19, 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 Hold and JORRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. JORRX (3.14B). CWIEX pays higher dividends than JORRX: CWIEX (1.17) 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 : 10.48 vs. JORRX (4.33). CWIEX return over 5 years is better than : 52.18 vs. JORRX (30.98).
| 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 | 19.725 | 16.290 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 3.14B | 4,492% |
| Annual Yield % from dividends | 1.17 | 0.56 | 208% |
| Returns for 1 year | 10.48 | 4.33 | 242% |
| Returns for 3 years | 66.72 | 42.83 | 156% |
| Returns for 5 years | 52.18 | 30.98 | 168% |
| Returns for 10 years | 95.26 | 62.79 | 152% |
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