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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
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 CWGFX is a Hold and JORAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 156B vs. JORAX (3.24B). CWGFX pays higher dividends than JORAX: CWGFX (1.31) 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 : 15.96 vs. JORAX (6.44). CWGFX return over 5 years is better than : 35.80 vs. JORAX (13.99).
| 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 | 16.048 | 11.720 | 137% |
| Front Load | N/A | 6% | - |
| 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 | 1.31 | 0.32 | 412% |
| Returns for 1 year | 15.96 | 6.44 | 248% |
| Returns for 3 years | 53.27 | 31.08 | 171% |
| Returns for 5 years | 35.80 | 13.99 | 256% |
| Returns for 10 years | 93.57 | 80.75 | 116% |
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