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CWIFX vs JORCX
CWIFX vs JORCX Comparison
Open Charts CWIFX vs JORCX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
Janus Henderson Global Select C
Price$19.63
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets3.05B
CWIFX vs JORCX Comparison Chart in %
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CWIFX vs. JORCX commentary
Sep 28, 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 JORCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. JORCX (3.05B). CWIFX pays higher dividends than JORCX: CWIFX (1.57) vs JORCX (0.23). CWIFX was incepted earlier than JORCX: CWIFX (23 years) vs JORCX (16 years). JORCX (2.21) is less costly to investors than CWIFX (0.86). JORCX is a more actively managed with annual turnover of: 36.00 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 : 9.58 vs. JORCX (2.86). CWIFX return over 5 years is better than : 59.80 vs. JORCX (35.14).
| 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 | 16 years | - |
| Gain YTD | 18.989 | 15.811 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 3.05B | 4,592% |
| Annual Yield % from dividends | 1.57 | 0.23 | 696% |
| Returns for 1 year | 9.58 | 2.86 | 335% |
| Returns for 3 years | 71.60 | 46.34 | 154% |
| Returns for 5 years | 59.80 | 35.14 | 170% |
| Returns for 10 years | 118.55 | 68.70 | 173% |
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