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FCWGX vs JORIX
FCWGX vs JORIX Comparison
Open Charts FCWGX vs JORIX
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Janus Henderson Global Select S
Price$20.36
Change+$0.13 (+0.64%)
VolumeN/A
Net Assets2.86B
FCWGX vs JORIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. JORIX (2.86B). FCWGX pays higher dividends than JORIX: FCWGX (1.68) vs JORIX (0.59). FCWGX was incepted earlier than JORIX: FCWGX (5 years) vs JORIX (16 years). JORIX (2.75) is less costly to investors than FCWGX (0.52). JORIX is a more actively managed with annual turnover of: 46.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than JORIX: FCWGX (250) vs JORIX (2500). FCWGX annual gain was more profitable for investors over the last year : 9.61 vs. JORIX (1.77).
| FCWGX | JORIX | FCWGX / JORIX | |
| Total Expense Ratio | 0.52 | 1.32 | 39% |
| Annual Report Gross Expense Ratio | 0.52 | 2.75 | 19% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 13.697 | 12.053 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.86B | 4,757% |
| Annual Yield % from dividends | 1.68 | 0.59 | 284% |
| Returns for 1 year | 9.61 | 1.77 | 543% |
| Returns for 3 years | 52.90 | 33.85 | 156% |
| Returns for 5 years | N/A | 44.33 | - |
| Returns for 10 years | N/A | 51.98 | - |
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