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CWGFX vs JORCX
CWGFX vs JORCX Comparison
Open Charts CWGFX vs JORCX
CWGFX vs JORCX Comparison Chart in %
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CWGFX vs. JORCX commentary
Jul 14, 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 JORCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 158B vs. JORCX (3.28B). CWGFX pays higher dividends than JORCX: CWGFX (1.30) vs JORCX (0.00). CWGFX was incepted earlier than JORCX: CWGFX (25 years) vs JORCX (17 years). JORCX (2.09) is less costly to investors than CWGFX (0.79). JORCX is a more actively managed with annual turnover of: 48.00 vs. CWGFX (44.00). CWGFX has a lower initial minimum investment than JORCX: CWGFX (250) vs JORCX (2500). CWGFX annual gain was more profitable for investors over the last year : 14.10 vs. JORCX (2.75). CWGFX return over 5 years is better than : 31.04 vs. JORCX (2.09).
| CWGFX | JORCX | CWGFX / JORCX | |
| Total Expense Ratio | 0.79 | 1.91 | 41% |
| Annual Report Gross Expense Ratio | 0.79 | 2.09 | 38% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 13.209 | 7.424 | 178% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 14.10 | 2.75 | 512% |
| Returns for 3 years | 44.01 | 18.85 | 233% |
| Returns for 5 years | 31.04 | 2.09 | 1,488% |
| Returns for 10 years | 92.50 | 60.05 | 154% |
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