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CWIFX vs JORAX
CWIFX vs JORAX Comparison
Open Charts CWIFX vs JORAX
American Funds Capital World Gr&Inc 529F
Price$73.80
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select A
Price$20.19
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets3.11B
CWIFX vs JORAX Comparison Chart in %
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CWIFX vs. JORAX commentary
Jan 15, 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 Hold and JORAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. JORAX (3.11B). CWIFX pays higher dividends than JORAX: CWIFX (1.66) vs JORAX (0.34). 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 : 19.06 vs. JORAX (11.87). CWIFX return over 5 years is better than : 34.95 vs. JORAX (16.02).
| 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 | 3.739 | 3.327 | 112% |
| 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 | 1.66 | 0.34 | 483% |
| Returns for 1 year | 19.06 | 11.87 | 161% |
| Returns for 3 years | 44.05 | 23.08 | 191% |
| Returns for 5 years | 34.95 | 16.02 | 218% |
| Returns for 10 years | 127.65 | 89.38 | 143% |
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