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CWGFX vs JORAX
CWGFX vs JORAX Comparison
Open Charts CWGFX vs JORAX
CWGFX vs JORAX Comparison Chart in %
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CWGFX vs. JORAX commentary
Jul 13, 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 CWGFX is a Buy and JORAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 158B vs. JORAX (3.28B). CWGFX pays higher dividends than JORAX: CWGFX (1.30) vs JORAX (0.32). CWGFX was incepted earlier than JORAX: CWGFX (25 years) vs JORAX (17 years). JORAX (1.01) is less costly to investors than CWGFX (0.79). JORAX is a more actively managed with annual turnover of: 48.00 vs. CWGFX (44.00). CWGFX has a lower initial minimum investment than JORAX: CWGFX (250) vs JORAX (2500). CWGFX annual gain was more profitable for investors over the last year : 15.00 vs. JORAX (5.47). CWGFX return over 5 years is better than : 32.91 vs. JORAX (10.07).
| CWGFX | JORAX | CWGFX / JORAX | |
| Total Expense Ratio | 0.79 | 1.01 | 78% |
| Annual Report Gross Expense Ratio | 0.79 | 1.01 | 78% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 14.593 | 9.570 | 152% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 3.28B | 4,819% |
| Annual Yield % from dividends | 1.30 | 0.32 | 410% |
| Returns for 1 year | 15.00 | 5.47 | 274% |
| Returns for 3 years | 49.22 | 28.56 | 172% |
| Returns for 5 years | 32.91 | 10.07 | 327% |
| Returns for 10 years | 96.03 | 84.25 | 114% |
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