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CWIFX vs JORRX
CWIFX vs JORRX Comparison
Open Charts CWIFX vs JORRX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
Janus Henderson Global Select R
Price$20.53
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets3.05B
CWIFX vs JORRX Comparison Chart in %
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CWIFX vs. JORRX commentary
Sep 29, 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: 140B vs. JORRX (3.05B). CWIFX pays higher dividends than JORRX: CWIFX (1.57) vs JORRX (0.58). 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 : 9.58 vs. JORRX (3.60). CWIFX return over 5 years is better than : 59.80 vs. JORRX (38.72).
| 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 | 18.989 | 16.120 | 118% |
| 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 | 270% |
| Returns for 1 year | 9.58 | 3.60 | 266% |
| Returns for 3 years | 71.60 | 48.75 | 147% |
| Returns for 5 years | 59.80 | 38.72 | 154% |
| Returns for 10 years | 118.55 | 76.69 | 155% |
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