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CWGCX vs JORIX
CWGCX vs JORIX Comparison
Open Charts CWGCX vs JORIX
CWGCX vs JORIX Comparison Chart in %
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CWGCX vs. JORIX commentary
Aug 23, 2026
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 CWGCX is a StrongBuy and JORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 156B vs. JORIX (3.24B). CWGCX pays higher dividends than JORIX: CWGCX (0.72) vs JORIX (0.19). CWGCX was incepted earlier than JORIX: CWGCX (25 years) vs JORIX (17 years). JORIX (2.45) is less costly to investors than CWGCX (1.48). JORIX is a more actively managed with annual turnover of: 48.00 vs. CWGCX (44.00). CWGCX has a lower initial minimum investment than JORIX: CWGCX (250) vs JORIX (2500). CWGCX annual gain was more profitable for investors over the last year : 16.26 vs. JORIX (6.35). CWGCX return over 5 years is better than : 32.96 vs. JORIX (12.45).
| CWGCX | JORIX | CWGCX / JORIX | |
| Total Expense Ratio | 1.48 | 1.32 | 112% |
| Annual Report Gross Expense Ratio | 1.48 | 2.45 | 60% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 16.496 | 11.599 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 3.24B | 4,809% |
| Annual Yield % from dividends | 0.72 | 0.19 | 372% |
| Returns for 1 year | 16.26 | 6.35 | 256% |
| Returns for 3 years | 51.26 | 30.32 | 169% |
| Returns for 5 years | 32.96 | 12.45 | 265% |
| Returns for 10 years | 88.14 | 75.62 | 117% |
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