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CWIFX vs JORIX
CWIFX vs JORIX Comparison
Open Charts CWIFX vs JORIX
American Funds Capital World Gr&Inc 529F
Price$73.80
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select S
Price$20.22
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets3.11B
CWIFX vs JORIX Comparison Chart in %
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CWIFX vs. JORIX commentary
Jan 15, 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 Hold and JORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. JORIX (3.11B). CWIFX pays higher dividends than JORIX: CWIFX (1.66) vs JORIX (0.21). CWIFX was incepted earlier than JORIX: CWIFX (23 years) vs JORIX (17 years). JORIX (2.75) is less costly to investors than CWIFX (0.86). JORIX is a more actively managed with annual turnover of: 48.00 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 : 19.06 vs. JORIX (11.47). CWIFX return over 5 years is better than : 34.95 vs. JORIX (14.33).
| 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 | 17 years | - |
| Gain YTD | 3.739 | 3.321 | 113% |
| 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 | 1.66 | 0.21 | 796% |
| Returns for 1 year | 19.06 | 11.47 | 166% |
| Returns for 3 years | 44.05 | 22.01 | 200% |
| Returns for 5 years | 34.95 | 14.33 | 244% |
| Returns for 10 years | 127.65 | 84.46 | 151% |
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