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CWIFX vs JORRX
CWIFX vs JORRX Comparison
Open Charts CWIFX vs JORRX
American Funds Capital World Gr&Inc 529F
Price$72.05
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
Janus Henderson Global Select R
Price$20.09
Change-$0.11 (-0.54%)
VolumeN/A
Net Assets3.01B
CWIFX vs JORRX Comparison Chart in %
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CWIFX vs. JORRX commentary
Aug 20, 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 JORRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. JORRX (3.01B). CWIFX pays higher dividends than JORRX: CWIFX (1.60) vs JORRX (0.59). CWIFX was incepted earlier than JORRX: CWIFX (23 years) vs JORRX (16 years). JORRX (2.98) is less costly to investors than CWIFX (0.86). JORRX is a more actively managed with annual turnover of: 36.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than JORRX: CWIFX (250) vs JORRX (2500). CWIFX annual gain was more profitable for investors over the last year : 11.30 vs. JORRX (4.09). CWIFX return over 5 years is better than : 52.31 vs. JORRX (33.09).
| CWIFX | JORRX | CWIFX / JORRX | |
| Total Expense Ratio | 0.86 | 1.57 | 55% |
| Annual Report Gross Expense Ratio | 0.86 | 2.98 | 29% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 15.555 | 13.631 | 114% |
| 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 | 271% |
| Returns for 1 year | 11.30 | 4.09 | 276% |
| Returns for 3 years | 45.98 | 25.84 | 178% |
| Returns for 5 years | 52.31 | 33.09 | 158% |
| Returns for 10 years | 99.86 | 61.68 | 162% |
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