Interact to see
Advertisement
Advertisement
CWGFX vs JORRX
CWGFX vs JORRX Comparison
Open Charts CWGFX vs JORRX
CWGFX vs JORRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. JORRX commentary
Jun 03, 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 JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 152B vs. JORRX (3.25B). 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 : 22.43 vs. JORRX (10.82). CWGFX return over 5 years is better than : 35.31 vs. JORRX (7.45).
| 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 | 15.636 | 9.625 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 3.25B | 4,674% |
| Annual Yield % from dividends | 1.30 | 0.31 | 412% |
| Returns for 1 year | 22.43 | 10.82 | 207% |
| Returns for 3 years | 54.53 | 28.54 | 191% |
| Returns for 5 years | 35.31 | 7.45 | 474% |
| Returns for 10 years | 99.29 | 73.24 | 136% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement