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FWGIX vs JORIX
FWGIX vs JORIX Comparison
Open Charts FWGIX vs JORIX
American Funds Capital World Gr&Inc F3
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
FWGIX vs JORIX Comparison Chart in %
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FWGIX vs. JORIX commentary
Jul 06, 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 JORIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. JORIX (2.86B). FWGIX pays higher dividends than JORIX: FWGIX (1.77) vs JORIX (0.59). FWGIX was incepted earlier than JORIX: FWGIX (8 years) vs JORIX (16 years). JORIX (2.75) is less costly to investors than FWGIX (0.41). JORIX is a more actively managed with annual turnover of: 46.00 vs. FWGIX (27.00). JORIX has a lower initial minimum investment than FWGIX: JORIX (2500) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. JORIX (1.77). FWGIX return over 5 years is better than : 54.88 vs. JORIX (44.33).
| FWGIX | JORIX | FWGIX / JORIX | |
| Total Expense Ratio | 0.41 | 1.32 | 31% |
| Annual Report Gross Expense Ratio | 0.41 | 2.75 | 15% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 13.775 | 12.053 | 114% |
| 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 | 0.59 | 299% |
| Returns for 1 year | 9.74 | 1.77 | 550% |
| Returns for 3 years | 51.57 | 33.85 | 152% |
| Returns for 5 years | 54.88 | 44.33 | 124% |
| Returns for 10 years | N/A | 51.98 | - |
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