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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
Jul 22, 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 JORFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. JORFX (3.28B). CWIAX pays higher dividends than JORFX: CWIAX (1.34) 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 : 12.32 vs. JORFX (2.99). CWIAX return over 5 years is better than : 33.59 vs. JORFX (10.14).
| 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 | 11.861 | 6.588 | 180% |
| 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 | 0.46 | 290% |
| Returns for 1 year | 12.32 | 2.99 | 412% |
| Returns for 3 years | 42.41 | 21.92 | 194% |
| Returns for 5 years | 33.59 | 10.14 | 331% |
| Returns for 10 years | 110.75 | 78.05 | 142% |
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