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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
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 StrongBuy and JORCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. JORCX (3.24B). CWIAX pays higher dividends than JORCX: CWIAX (1.35) vs JORCX (0.00). CWIAX was incepted earlier than JORCX: CWIAX (25 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 : 17.18 vs. JORCX (4.97). CWIAX return over 5 years is better than : 39.81 vs. JORCX (6.78).
| CWIAX | JORCX | CWIAX / JORCX | |
| Total Expense Ratio | 0.75 | 1.91 | 39% |
| Annual Report Gross Expense Ratio | 0.75 | 2.09 | 36% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 17.028 | 11.136 | 153% |
| Front Load | 4% | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 17.18 | 4.97 | 346% |
| Returns for 3 years | 54.75 | 25.96 | 211% |
| Returns for 5 years | 39.81 | 6.78 | 587% |
| Returns for 10 years | 115.53 | 60.72 | 190% |
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