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CWIFX vs JORFX
CWIFX vs JORFX Comparison
Open Charts CWIFX vs JORFX
American Funds Capital World Gr&Inc 529F
Price$75.72
Change-$0.28 (-0.37%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select I
Price$21.49
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets3.11B
CWIFX vs JORFX Comparison Chart in %
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CWIFX vs. JORFX commentary
Feb 04, 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 JORFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. JORFX (3.11B). CWIFX pays higher dividends than JORFX: CWIFX (1.59) vs JORFX (0.48). CWIFX was incepted earlier than JORFX: CWIFX (23 years) vs JORFX (17 years). CWIFX (0.86) is less costly to investors than JORFX (0.80). JORFX is a more actively managed with annual turnover of: 48.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than JORFX: CWIFX (250) vs JORFX (2500). CWIFX annual gain was more profitable for investors over the last year : 16.08 vs. JORFX (9.06). CWIFX return over 5 years is better than : 35.82 vs. JORFX (18.23).
| CWIFX | JORFX | CWIFX / JORFX | |
| Total Expense Ratio | 0.86 | 0.80 | 108% |
| Annual Report Gross Expense Ratio | 0.86 | 0.80 | 108% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 5.566 | 4.169 | 134% |
| 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 | 0.48 | 329% |
| Returns for 1 year | 16.08 | 9.06 | 178% |
| Returns for 3 years | 44.59 | 23.59 | 189% |
| Returns for 5 years | 35.82 | 18.23 | 196% |
| Returns for 10 years | 129.81 | 97.56 | 133% |
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