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JORIX vs WGIFX
JORIX vs WGIFX Comparison
Open Charts JORIX vs WGIFX
Janus Henderson Global Select S
Price$20.51
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets3.01B
American Funds Capital World Gr&Inc F2
Price$72.39
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
JORIX vs WGIFX Comparison Chart in %
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JORIX vs. WGIFX commentary
Jul 27, 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 Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. JORIX (3.01B). WGIFX pays higher dividends than JORIX: WGIFX (1.67) vs JORIX (0.59). 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: 36.00 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 : 14.04 vs. JORIX (6.93). WGIFX return over 5 years is better than : 52.50 vs. JORIX (40.15).
| 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 | 12.878 | 15.142 | 85% |
| Front Load | N/A | 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 | 0.59 | 1.67 | 35% |
| Returns for 1 year | 6.93 | 14.04 | 49% |
| Returns for 3 years | 35.36 | 51.93 | 68% |
| Returns for 5 years | 40.15 | 52.50 | 76% |
| Returns for 10 years | 53.65 | 64.50 | 83% |
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