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CWIFX vs JORCX
CWIFX vs JORCX Comparison
Open Charts CWIFX vs JORCX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select C
Price$18.71
Change-$1.34 (-6.68%)
VolumeN/A
Net Assets3.11B
CWIFX vs JORCX Comparison Chart in %
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CWIFX vs. JORCX commentary
Feb 05, 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 JORCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. JORCX (3.11B). CWIFX pays higher dividends than JORCX: CWIFX (1.59) 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 : 16.37 vs. JORCX (7.15). CWIFX return over 5 years is better than : 34.32 vs. JORCX (7.98).
| 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 | 4.948 | 3.657 | 135% |
| 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 | 1.59 | 0.00 | - |
| Returns for 1 year | 16.37 | 7.15 | 229% |
| Returns for 3 years | 43.74 | 16.89 | 259% |
| Returns for 5 years | 34.32 | 7.98 | 430% |
| Returns for 10 years | 128.46 | 72.16 | 178% |
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