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CWGFX vs JORRX
CWGFX vs JORRX Comparison
Open Charts CWGFX vs JORRX
CWGFX vs JORRX Comparison Chart in %
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CWGFX vs. JORRX commentary
Jul 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 JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 158B vs. JORRX (3.28B). CWGFX pays higher dividends than JORRX: CWGFX (1.30) vs JORRX (0.31). CWGFX was incepted earlier than JORRX: CWGFX (25 years) vs JORRX (17 years). JORRX (1.95) is less costly to investors than CWGFX (0.79). JORRX is a more actively managed with annual turnover of: 48.00 vs. CWGFX (44.00). CWGFX has a lower initial minimum investment than JORRX: CWGFX (250) vs JORRX (2500). CWGFX annual gain was more profitable for investors over the last year : 13.86 vs. JORRX (3.64). CWGFX return over 5 years is better than : 32.47 vs. JORRX (6.61).
| CWGFX | JORRX | CWGFX / JORRX | |
| Total Expense Ratio | 0.79 | 1.57 | 50% |
| Annual Report Gross Expense Ratio | 0.79 | 1.95 | 41% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 13.548 | 7.932 | 171% |
| 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 | 0.31 | 416% |
| Returns for 1 year | 13.86 | 3.64 | 381% |
| Returns for 3 years | 44.49 | 20.59 | 216% |
| Returns for 5 years | 32.47 | 6.61 | 491% |
| Returns for 10 years | 93.07 | 67.31 | 138% |
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