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CWIFX vs JORIX
CWIFX vs JORIX Comparison
Open Charts CWIFX vs JORIX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select S
Price$20.31
Change-$1.28 (-5.93%)
VolumeN/A
Net Assets3.11B
CWIFX vs JORIX Comparison Chart in %
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CWIFX vs. JORIX 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 JORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. JORIX (3.11B). CWIFX pays higher dividends than JORIX: CWIFX (1.59) vs JORIX (0.20). 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 : 16.37 vs. JORIX (8.86). CWIFX return over 5 years is better than : 34.32 vs. JORIX (14.02).
| 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 | 4.948 | 3.781 | 131% |
| 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 | 0.20 | 791% |
| Returns for 1 year | 16.37 | 8.86 | 185% |
| Returns for 3 years | 43.74 | 21.18 | 206% |
| Returns for 5 years | 34.32 | 14.02 | 245% |
| Returns for 10 years | 128.46 | 88.72 | 145% |
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