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CWGFX vs JORIX
CWGFX vs JORIX Comparison
Open Charts CWGFX vs JORIX
CWGFX vs JORIX Comparison Chart in %
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CWGFX vs. JORIX commentary
Jun 10, 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 JORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 160B vs. JORIX (3.25B). CWGFX pays higher dividends than JORIX: CWGFX (1.30) vs JORIX (0.19). CWGFX was incepted earlier than JORIX: CWGFX (25 years) vs JORIX (17 years). JORIX (2.45) is less costly to investors than CWGFX (0.79). JORIX is a more actively managed with annual turnover of: 48.00 vs. CWGFX (44.00). CWGFX has a lower initial minimum investment than JORIX: CWGFX (250) vs JORIX (2500). CWGFX annual gain was more profitable for investors over the last year : 17.52 vs. JORIX (6.62). CWGFX return over 5 years is better than : 30.57 vs. JORIX (6.47).
| CWGFX | JORIX | CWGFX / JORIX | |
| Total Expense Ratio | 0.79 | 1.32 | 60% |
| Annual Report Gross Expense Ratio | 0.79 | 2.45 | 32% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 12.359 | 7.052 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 3.25B | 4,920% |
| Annual Yield % from dividends | 1.30 | 0.19 | 670% |
| Returns for 1 year | 17.52 | 6.62 | 264% |
| Returns for 3 years | 49.57 | 26.87 | 184% |
| Returns for 5 years | 30.57 | 6.47 | 472% |
| Returns for 10 years | 95.82 | 77.73 | 123% |
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