Interact to see
Advertisement
Advertisement
CWIAX vs JORAX
CWIAX vs JORAX Comparison
Open Charts CWIAX vs JORAX
CWIAX vs JORAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. JORAX commentary
Jun 14, 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 Buy and JORAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 160B vs. JORAX (3.28B). CWIAX pays higher dividends than JORAX: CWIAX (1.33) vs JORAX (0.32). CWIAX was incepted earlier than JORAX: CWIAX (24 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 : 17.89 vs. JORAX (6.96). CWIAX return over 5 years is better than : 34.68 vs. JORAX (8.28).
| CWIAX | JORAX | CWIAX / JORAX | |
| Total Expense Ratio | 0.75 | 1.01 | 74% |
| Annual Report Gross Expense Ratio | 0.75 | 1.01 | 74% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 13.637 | 7.625 | 179% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 3.28B | 4,880% |
| Annual Yield % from dividends | 1.33 | 0.32 | 417% |
| Returns for 1 year | 17.89 | 6.96 | 257% |
| Returns for 3 years | 48.94 | 26.57 | 184% |
| Returns for 5 years | 34.68 | 8.28 | 419% |
| Returns for 10 years | 125.44 | 88.55 | 142% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AMAFX | 12.27 | 0.12 | +0.99% |
| American Century Small Cap Dividend I | |||
| DFIEX | 22.39 | 0.12 | +0.54% |
| DFA International Core Equity 2 I | |||
| QKACX | 54.34 | 0.25 | +0.46% |
| Federated Hermes MDT All Cap Core R6 | |||
| DSEFX | 40.84 | 0.18 | +0.44% |
| Domini Impact Equity Investor | |||
| MUOSX | 35.43 | 0.08 | +0.23% |
| Morgan Stanley Instl US Core R6 | |||