Interact to see
Advertisement
Advertisement
FWGIX vs JORFX
FWGIX vs JORFX Comparison
Open Charts FWGIX vs JORFX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Janus Henderson Global Select I
Price$20.23
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets2.86B
FWGIX vs JORFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. JORFX commentary
Jul 07, 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 FWGIX is a Buy and JORFX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. JORFX (2.86B). FWGIX pays higher dividends than JORFX: FWGIX (1.77) vs JORFX (1.04). FWGIX was incepted earlier than JORFX: FWGIX (8 years) vs JORFX (16 years). JORFX (0.80) is less costly to investors than FWGIX (0.41). JORFX is a more actively managed with annual turnover of: 46.00 vs. FWGIX (27.00). JORFX has a lower initial minimum investment than FWGIX: JORFX (2500) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. JORFX (2.21). FWGIX return over 5 years is better than : 54.88 vs. JORFX (47.90).
| FWGIX | JORFX | FWGIX / JORFX | |
| Total Expense Ratio | 0.41 | 0.80 | 51% |
| Annual Report Gross Expense Ratio | 0.41 | 0.80 | 51% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 13.775 | 12.326 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.86B | 4,757% |
| Annual Yield % from dividends | 1.77 | 1.04 | 170% |
| Returns for 1 year | 9.74 | 2.21 | 441% |
| Returns for 3 years | 51.57 | 35.72 | 144% |
| Returns for 5 years | 54.88 | 47.90 | 115% |
| Returns for 10 years | N/A | 58.01 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LADPX | 20.24 | 0.30 | +1.50% |
| Lord Abbett Developing Growth P | |||
| FIKBX | 40.17 | 0.40 | +1.01% |
| Fidelity Advisor Financials Z | |||
| CDGRX | 12.82 | 0.09 | +0.71% |
| Copeland Dividend Growth Fund Class A | |||
| LGCAX | 18.95 | 0.13 | +0.69% |
| Lord Abbett Global Equity A | |||
| NPNRX | 48.55 | 0.29 | +0.60% |
| Neuberger Berman Large Cap Value R3 | |||