Interact to see
Advertisement
Advertisement
CWIFX vs JORCX
CWIFX vs JORCX Comparison
Open Charts CWIFX vs JORCX
American Funds Capital World Gr&Inc 529F
Price$73.80
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select C
Price$18.64
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets3.11B
CWIFX vs JORCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. JORCX 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 JORCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. JORCX (3.11B). CWIFX pays higher dividends than JORCX: CWIFX (1.66) vs JORCX (0.00). CWIFX was incepted earlier than JORCX: CWIFX (23 years) vs JORCX (17 years). JORCX (2.21) is less costly to investors than CWIFX (0.86). JORCX is a more actively managed with annual turnover of: 48.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than JORCX: CWIFX (250) vs JORCX (2500). CWIFX annual gain was more profitable for investors over the last year : 19.06 vs. JORCX (9.70). CWIFX return over 5 years is better than : 34.95 vs. JORCX (8.32).
| CWIFX | JORCX | CWIFX / JORCX | |
| Total Expense Ratio | 0.86 | 1.90 | 45% |
| Annual Report Gross Expense Ratio | 0.86 | 2.21 | 39% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 3.739 | 3.269 | 114% |
| 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 | 1.66 | 0.00 | - |
| Returns for 1 year | 19.06 | 9.70 | 196% |
| Returns for 3 years | 44.05 | 17.63 | 250% |
| Returns for 5 years | 34.95 | 8.32 | 420% |
| Returns for 10 years | 127.65 | 68.30 | 187% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers