CWIFX
Price
$72.94
Change
+$0.34 (+0.47%)
Updated
Sep 5 closing price
Net Assets
137.57B
JORIX
Price
$20.71
Change
-$0.01 (-0.05%)
Updated
Sep 5 closing price
Net Assets
3.01B
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CWIFX vs JORIX

Header iconCWIFX vs JORIX Comparison
Open Charts CWIFX vs JORIXBanner chart's image
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Janus Henderson Global Select S
Price$20.71
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets3.01B
CWIFX vs JORIX Comparison Chart in %
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CWIFX vs. JORIX commentary
Sep 08, 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 JORIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. JORIX (3.01B). CWIFX pays higher dividends than JORIX: CWIFX (1.57) vs JORIX (0.58). CWIFX was incepted earlier than JORIX: CWIFX (23 years) vs JORIX (16 years). JORIX (2.75) is less costly to investors than CWIFX (0.86). JORIX is a more actively managed with annual turnover of: 36.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than JORIX: CWIFX (250) vs JORIX (2500). CWIFX annual gain was more profitable for investors over the last year : 13.31 vs. JORIX (7.69). CWIFX return over 5 years is better than : 52.14 vs. JORIX (33.65).
CWIFXJORIXCWIFX / JORIX
Total Expense Ratio0.861.3265%
Annual Report Gross Expense Ratio0.862.7531%
Fund Existence23 years16 years-
Gain YTD16.30413.979117%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets138B3.01B4,585%
Annual Yield % from dividends1.570.58271%
Returns for 1 year13.317.69173%
Returns for 3 years56.2536.07156%
Returns for 5 years52.1433.65155%
Returns for 10 years102.6668.31150%
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