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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
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 StrongBuy and JORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 156B vs. JORIX (3.24B). CWGFX pays higher dividends than JORIX: CWGFX (1.31) 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 : 17.16 vs. JORIX (6.35). CWGFX return over 5 years is better than : 36.91 vs. JORIX (12.45).
| 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 | 16.994 | 11.599 | 147% |
| Front Load | N/A | N/A | - |
| 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 | 0.19 | 679% |
| Returns for 1 year | 17.16 | 6.35 | 270% |
| Returns for 3 years | 54.63 | 30.32 | 180% |
| Returns for 5 years | 36.91 | 12.45 | 296% |
| Returns for 10 years | 94.42 | 75.62 | 125% |
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