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CWGCX vs JORRX
CWGCX vs JORRX Comparison
Open Charts CWGCX vs JORRX
CWGCX vs JORRX Comparison Chart in %
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CWGCX vs. JORRX commentary
Jun 30, 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 Buy and JORRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 160B vs. JORRX (3.28B). CWGCX pays higher dividends than JORRX: CWGCX (0.75) vs JORRX (0.31). CWGCX was incepted earlier than JORRX: CWGCX (25 years) vs JORRX (17 years). JORRX (1.95) is less costly to investors than CWGCX (1.48). JORRX is a more actively managed with annual turnover of: 48.00 vs. CWGCX (44.00). CWGCX has a lower initial minimum investment than JORRX: CWGCX (250) vs JORRX (2500). CWGCX annual gain was more profitable for investors over the last year : 13.96 vs. JORRX (3.25). CWGCX return over 5 years is better than : 27.89 vs. JORRX (4.28).
| CWGCX | JORRX | CWGCX / JORRX | |
| Total Expense Ratio | 1.48 | 1.57 | 94% |
| Annual Report Gross Expense Ratio | 1.48 | 1.95 | 76% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 12.567 | 6.822 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 3.28B | 4,880% |
| Annual Yield % from dividends | 0.75 | 0.31 | 237% |
| Returns for 1 year | 13.96 | 3.25 | 429% |
| Returns for 3 years | 43.38 | 22.34 | 194% |
| Returns for 5 years | 27.89 | 4.28 | 652% |
| Returns for 10 years | 90.83 | 73.46 | 124% |
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