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CWIAX vs JORAX
CWIAX vs JORAX Comparison
Open Charts CWIAX vs JORAX
CWIAX vs JORAX Comparison Chart in %
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CWIAX vs. JORAX 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 CWIAX is a Hold and JORAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. JORAX (3.24B). CWIAX pays higher dividends than JORAX: CWIAX (1.35) vs JORAX (0.32). CWIAX was incepted earlier than JORAX: CWIAX (25 years) vs JORAX (17 years). JORAX (1.01) is less costly to investors than CWIAX (0.75). JORAX is a more actively managed with annual turnover of: 48.00 vs. CWIAX (44.00). JORAX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than JORAX: CWIAX (250) vs JORAX (2500). CWIAX annual gain was more profitable for investors over the last year : 15.98 vs. JORAX (6.44). CWIAX return over 5 years is better than : 38.67 vs. JORAX (13.99).
| CWIAX | JORAX | CWIAX / JORAX | |
| Total Expense Ratio | 0.75 | 1.01 | 74% |
| Annual Report Gross Expense Ratio | 0.75 | 1.01 | 74% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 16.079 | 11.720 | 137% |
| Front Load | 4% | 6% | 61% |
| 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 | 1.35 | 0.32 | 424% |
| Returns for 1 year | 15.98 | 6.44 | 248% |
| Returns for 3 years | 53.39 | 31.08 | 172% |
| Returns for 5 years | 38.67 | 13.99 | 276% |
| Returns for 10 years | 114.53 | 80.75 | 142% |
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