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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
Jun 03, 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: 152B vs. JORFX (3.25B). CWIAX pays higher dividends than JORFX: CWIAX (1.33) vs JORFX (0.46). CWIAX was incepted earlier than JORFX: CWIAX (24 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 : 22.44 vs. JORFX (11.98). CWIAX return over 5 years is better than : 38.19 vs. JORFX (12.50).
| CWIAX | JORFX | CWIAX / JORFX | |
| Total Expense Ratio | 0.75 | 0.80 | 94% |
| Annual Report Gross Expense Ratio | 0.75 | 0.80 | 94% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 15.652 | 9.985 | 157% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 3.25B | 4,674% |
| Annual Yield % from dividends | 1.33 | 0.46 | 286% |
| Returns for 1 year | 22.44 | 11.98 | 187% |
| Returns for 3 years | 54.65 | 32.24 | 169% |
| Returns for 5 years | 38.19 | 12.50 | 305% |
| Returns for 10 years | 122.63 | 87.43 | 140% |
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