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JORAX vs WGIFX
JORAX vs WGIFX Comparison
Open Charts JORAX vs WGIFX
Janus Henderson Global Select A
Price$20.79
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets3.01B
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
JORAX vs WGIFX Comparison Chart in %
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JORAX vs. WGIFX commentary
Aug 18, 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 JORAX is a Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. JORAX (3.01B). WGIFX pays higher dividends than JORAX: WGIFX (1.67) vs JORAX (0.80). JORAX was incepted earlier than WGIFX: JORAX (16 years) vs WGIFX (17 years). JORAX (1.02) is less costly to investors than WGIFX (0.52). JORAX is a more actively managed with annual turnover of: 36.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than JORAX: WGIFX (250) vs JORAX (2500). WGIFX annual gain was more profitable for investors over the last year : 11.69 vs. JORAX (6.32). WGIFX return over 5 years is better than : 48.82 vs. JORAX (38.04).
| JORAX | WGIFX | JORAX / WGIFX | |
| Total Expense Ratio | 1.02 | 0.52 | 196% |
| Annual Report Gross Expense Ratio | 1.02 | 0.52 | 196% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 14.798 | 15.635 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 137B | 2% |
| Annual Yield % from dividends | 0.80 | 1.67 | 48% |
| Returns for 1 year | 6.32 | 11.69 | 54% |
| Returns for 3 years | 27.21 | 42.11 | 65% |
| Returns for 5 years | 38.04 | 48.82 | 78% |
| Returns for 10 years | 61.87 | 65.73 | 94% |
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