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CWIEX vs JORRX
CWIEX vs JORRX Comparison
Open Charts CWIEX vs JORRX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Janus Henderson Global Select R
Price$20.81
Change-$0.19 (-0.90%)
VolumeN/A
Net Assets3.12B
CWIEX vs JORRX Comparison Chart in %
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CWIEX vs. JORRX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. JORRX (3.12B). CWIEX pays higher dividends than JORRX: CWIEX (1.15) 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 : 14.74 vs. JORRX (6.24). CWIEX return over 5 years is better than : 49.27 vs. JORRX (27.76).
| 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 | 23.158 | 18.778 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 3.12B | 4,609% |
| Annual Yield % from dividends | 1.15 | 0.56 | 203% |
| Returns for 1 year | 14.74 | 6.24 | 236% |
| Returns for 3 years | 55.93 | 34.53 | 162% |
| Returns for 5 years | 49.27 | 27.76 | 178% |
| Returns for 10 years | 105.00 | 69.54 | 151% |
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