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CWIFX vs JORIX
CWIFX vs JORIX Comparison
Open Charts CWIFX vs JORIX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Janus Henderson Global Select S
Price$20.82
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets3.01B
CWIFX vs JORIX Comparison Chart in %
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CWIFX vs. JORIX commentary
Aug 18, 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: 137B vs. JORIX (3.01B). CWIFX pays higher dividends than JORIX: CWIFX (1.60) vs JORIX (0.59). 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 : 11.58 vs. JORIX (6.02). CWIFX return over 5 years is better than : 52.56 vs. JORIX (36.17).
| 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 | 15.587 | 14.584 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.01B | 4,551% |
| Annual Yield % from dividends | 1.60 | 0.59 | 272% |
| Returns for 1 year | 11.58 | 6.02 | 192% |
| Returns for 3 years | 43.22 | 26.20 | 165% |
| Returns for 5 years | 52.56 | 36.17 | 145% |
| Returns for 10 years | 89.56 | 57.99 | 154% |
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