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CWIAX vs JORCX
CWIAX vs JORCX Comparison
Open Charts CWIAX vs JORCX
CWIAX vs JORCX Comparison Chart in %
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CWIAX vs. JORCX commentary
Jul 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 JORCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. JORCX (3.28B). CWIAX pays higher dividends than JORCX: CWIAX (1.34) vs JORCX (0.00). CWIAX was incepted earlier than JORCX: CWIAX (24 years) vs JORCX (17 years). JORCX (2.09) is less costly to investors than CWIAX (0.75). JORCX is a more actively managed with annual turnover of: 48.00 vs. CWIAX (44.00). CWIAX has a lower initial minimum investment than JORCX: CWIAX (250) vs JORCX (2500). CWIAX annual gain was more profitable for investors over the last year : 14.13 vs. JORCX (2.75). CWIAX return over 5 years is better than : 33.82 vs. JORCX (2.09).
| CWIAX | JORCX | CWIAX / JORCX | |
| Total Expense Ratio | 0.75 | 1.91 | 39% |
| Annual Report Gross Expense Ratio | 0.75 | 2.09 | 36% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 13.234 | 7.424 | 178% |
| Front Load | 4% | 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 | 1.34 | 0.00 | - |
| Returns for 1 year | 14.13 | 2.75 | 513% |
| Returns for 3 years | 44.11 | 18.85 | 234% |
| Returns for 5 years | 33.82 | 2.09 | 1,622% |
| Returns for 10 years | 113.34 | 60.05 | 189% |
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