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CWIFX vs JORAX
CWIFX vs JORAX Comparison
Open Charts CWIFX vs JORAX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select A
Price$20.27
Change-$1.30 (-6.03%)
VolumeN/A
Net Assets3.11B
CWIFX vs JORAX Comparison Chart in %
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CWIFX vs. JORAX 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 CWIFX is a Buy and JORAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. JORAX (3.11B). CWIFX pays higher dividends than JORAX: CWIFX (1.59) vs JORAX (0.33). CWIFX was incepted earlier than JORAX: CWIFX (23 years) vs JORAX (17 years). JORAX (1.02) is less costly to investors than CWIFX (0.86). JORAX is a more actively managed with annual turnover of: 48.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than JORAX: CWIFX (250) vs JORAX (2500). CWIFX annual gain was more profitable for investors over the last year : 16.37 vs. JORAX (9.24). CWIFX return over 5 years is better than : 34.32 vs. JORAX (15.65).
| CWIFX | JORAX | CWIFX / JORAX | |
| Total Expense Ratio | 0.86 | 1.02 | 84% |
| Annual Report Gross Expense Ratio | 0.86 | 1.02 | 84% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 4.948 | 3.736 | 132% |
| Front Load | N/A | 6% | - |
| 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 | 1.59 | 0.33 | 479% |
| Returns for 1 year | 16.37 | 9.24 | 177% |
| Returns for 3 years | 43.74 | 22.26 | 197% |
| Returns for 5 years | 34.32 | 15.65 | 219% |
| Returns for 10 years | 128.46 | 93.68 | 137% |
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