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CWIFX vs JORIX
CWIFX vs JORIX Comparison
Open Charts CWIFX vs JORIX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
Janus Henderson Global Select S
Price$21.14
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets3.05B
CWIFX vs JORIX Comparison Chart in %
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CWIFX vs. JORIX 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 JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. JORIX (3.05B). 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 : 9.58 vs. JORIX (4.07). CWIFX return over 5 years is better than : 59.80 vs. JORIX (41.52).
| CWIFX | JORIX | CWIFX / JORIX | |
| Total Expense Ratio | 0.86 | 1.32 | 65% |
| Annual Report Gross Expense Ratio | 0.86 | 2.75 | 31% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 18.989 | 16.346 | 116% |
| 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 | 0.58 | 271% |
| Returns for 1 year | 9.58 | 4.07 | 236% |
| Returns for 3 years | 71.60 | 50.55 | 142% |
| Returns for 5 years | 59.80 | 41.52 | 144% |
| Returns for 10 years | 118.55 | 83.26 | 142% |
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