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FWCGX vs JORIX
FWCGX vs JORIX Comparison
Open Charts FWCGX vs JORIX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Janus Henderson Global Select S
Price$20.36
Change+$0.13 (+0.64%)
VolumeN/A
Net Assets2.86B
FWCGX vs JORIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. JORIX (2.86B). FWCGX pays higher dividends than JORIX: FWCGX (1.73) vs JORIX (0.59). FWCGX was incepted earlier than JORIX: FWCGX (5 years) vs JORIX (16 years). JORIX (2.75) is less costly to investors than FWCGX (0.47). JORIX is a more actively managed with annual turnover of: 46.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than JORIX: FWCGX (250) vs JORIX (2500). FWCGX annual gain was more profitable for investors over the last year : 9.68 vs. JORIX (1.77).
| FWCGX | JORIX | FWCGX / JORIX | |
| Total Expense Ratio | 0.47 | 1.32 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 2.75 | 17% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 13.732 | 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 | 1.73 | 0.59 | 292% |
| Returns for 1 year | 9.68 | 1.77 | 546% |
| Returns for 3 years | 53.08 | 33.85 | 157% |
| Returns for 5 years | N/A | 44.33 | - |
| Returns for 10 years | N/A | 51.98 | - |
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