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CWIEX vs JORRX
CWIEX vs JORRX Comparison
Open Charts CWIEX vs JORRX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select R
Price$19.61
Change-$1.36 (-6.49%)
VolumeN/A
Net Assets3.11B
CWIEX vs JORRX Comparison Chart in %
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CWIEX vs. JORRX commentary
Feb 04, 2026
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: 142B vs. JORRX (3.11B). CWIEX pays higher dividends than JORRX: CWIEX (1.24) vs JORRX (0.33). CWIEX was incepted earlier than JORRX: CWIEX (24 years) vs JORRX (17 years). JORRX (2.98) is less costly to investors than CWIEX (1.00). JORRX is a more actively managed with annual turnover of: 48.00 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 : 15.93 vs. JORRX (8.30). CWIEX return over 5 years is better than : 31.71 vs. JORRX (11.54).
| 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 | 17 years | - |
| Gain YTD | 4.913 | 3.702 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.11B | 4,560% |
| Annual Yield % from dividends | 1.24 | 0.33 | 381% |
| Returns for 1 year | 15.93 | 8.30 | 192% |
| Returns for 3 years | 42.06 | 19.53 | 215% |
| Returns for 5 years | 31.71 | 11.54 | 275% |
| Returns for 10 years | 119.07 | 81.52 | 146% |
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