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CWIAX vs JORFX
CWIAX vs JORFX Comparison
Open Charts CWIAX vs JORFX
CWIAX vs JORFX Comparison Chart in %
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CWIAX vs. JORFX commentary
Aug 11, 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 JORFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. JORFX (3.24B). CWIAX pays higher dividends than JORFX: CWIAX (1.35) vs JORFX (0.46). CWIAX was incepted earlier than JORFX: CWIAX (25 years) vs JORFX (17 years). JORFX (0.80) is less costly to investors than CWIAX (0.75). JORFX is a more actively managed with annual turnover of: 48.00 vs. CWIAX (44.00). CWIAX has a lower initial minimum investment than JORFX: CWIAX (250) vs JORFX (2500). CWIAX annual gain was more profitable for investors over the last year : 17.38 vs. JORFX (7.96). CWIAX return over 5 years is better than : 37.68 vs. JORFX (12.87).
| CWIAX | JORFX | CWIAX / JORFX | |
| Total Expense Ratio | 0.75 | 0.80 | 94% |
| Annual Report Gross Expense Ratio | 0.75 | 0.80 | 94% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 17.127 | 12.506 | 137% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 3.24B | 4,871% |
| Annual Yield % from dividends | 1.35 | 0.46 | 291% |
| Returns for 1 year | 17.38 | 7.96 | 218% |
| Returns for 3 years | 51.83 | 29.73 | 174% |
| Returns for 5 years | 37.68 | 12.87 | 293% |
| Returns for 10 years | 116.18 | 84.87 | 137% |
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