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JORIX vs WGIFX
JORIX vs WGIFX Comparison
Open Charts JORIX vs WGIFX
Janus Henderson Global Select S
Price$19.63
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets3.12B
American Funds Capital World Gr&Inc F2
Price$71.76
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
JORIX vs WGIFX Comparison Chart in %
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JORIX vs. WGIFX commentary
Dec 26, 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 JORIX is a Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. JORIX (3.13B). WGIFX pays higher dividends than JORIX: WGIFX (1.55) vs JORIX (0.56). JORIX was incepted earlier than WGIFX: JORIX (16 years) vs WGIFX (17 years). JORIX (2.75) is less costly to investors than WGIFX (0.52). JORIX is a more actively managed with annual turnover of: 48.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than JORIX: WGIFX (250) vs JORIX (2500). WGIFX annual gain was more profitable for investors over the last year : 12.48 vs. JORIX (6.30). WGIFX return over 5 years is better than : 32.28 vs. JORIX (15.16).
| JORIX | WGIFX | JORIX / WGIFX | |
| Total Expense Ratio | 1.32 | 0.52 | 254% |
| Annual Report Gross Expense Ratio | 2.75 | 0.52 | 529% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 8.288 | 14.501 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 142B | 2% |
| Annual Yield % from dividends | 0.56 | 1.55 | 36% |
| Returns for 1 year | 6.30 | 12.48 | 50% |
| Returns for 3 years | 25.66 | 47.06 | 55% |
| Returns for 5 years | 15.16 | 32.28 | 47% |
| Returns for 10 years | 58.98 | 76.15 | 77% |
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