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CWIFX vs JORAX
CWIFX vs JORAX Comparison
Open Charts CWIFX vs JORAX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Janus Henderson Global Select A
Price$20.68
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets3.01B
CWIFX vs JORAX Comparison Chart in %
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CWIFX vs. JORAX commentary
Sep 09, 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 CWIFX is a Buy and JORAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. JORAX (3.01B). CWIFX pays higher dividends than JORAX: CWIFX (1.57) vs JORAX (0.79). CWIFX was incepted earlier than JORAX: CWIFX (23 years) vs JORAX (16 years). JORAX (1.02) is less costly to investors than CWIFX (0.86). JORAX is a more actively managed with annual turnover of: 36.00 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 : 13.31 vs. JORAX (8.00). CWIFX return over 5 years is better than : 52.14 vs. JORAX (35.48).
| 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 | 16 years | - |
| Gain YTD | 16.304 | 14.191 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 3.01B | 4,585% |
| Annual Yield % from dividends | 1.57 | 0.79 | 199% |
| Returns for 1 year | 13.31 | 8.00 | 166% |
| Returns for 3 years | 56.25 | 37.18 | 151% |
| Returns for 5 years | 52.14 | 35.48 | 147% |
| Returns for 10 years | 102.66 | 72.48 | 142% |
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