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CWIFX vs JORRX
CWIFX vs JORRX Comparison
Open Charts CWIFX vs JORRX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Janus Henderson Global Select R
Price$19.61
Change-$1.36 (-6.49%)
VolumeN/A
Net Assets3.11B
CWIFX vs JORRX Comparison Chart in %
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CWIFX vs. JORRX 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 JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. JORRX (3.11B). CWIFX pays higher dividends than JORRX: CWIFX (1.59) vs JORRX (0.33). CWIFX was incepted earlier than JORRX: CWIFX (23 years) vs JORRX (17 years). JORRX (2.98) is less costly to investors than CWIFX (0.86). JORRX is a more actively managed with annual turnover of: 48.00 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 : 16.37 vs. JORRX (8.30). CWIFX return over 5 years is better than : 34.32 vs. JORRX (11.54).
| 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 | 17 years | - |
| Gain YTD | 4.948 | 3.702 | 134% |
| 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 | 0.33 | 486% |
| Returns for 1 year | 16.37 | 8.30 | 197% |
| Returns for 3 years | 43.74 | 19.53 | 224% |
| Returns for 5 years | 34.32 | 11.54 | 297% |
| Returns for 10 years | 128.46 | 81.52 | 158% |
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