Interact to see
Advertisement
Advertisement
CWIAX vs JORCX
CWIAX vs JORCX Comparison
Open Charts CWIAX vs JORCX
CWIAX vs JORCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. JORCX commentary
Jun 24, 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 JORCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 160B vs. JORCX (3.28B). CWIAX pays higher dividends than JORCX: CWIAX (1.33) 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 : 18.84 vs. JORCX (5.85). CWIAX return over 5 years is better than : 34.65 vs. JORCX (2.14).
| 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 | 13.432 | 7.202 | 186% |
| Front Load | 4% | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 18.84 | 5.85 | 322% |
| Returns for 3 years | 50.29 | 22.88 | 220% |
| Returns for 5 years | 34.65 | 2.14 | 1,618% |
| Returns for 10 years | 127.60 | 71.64 | 178% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement