Interact to see
Advertisement
Advertisement
CWIAX vs JORFX
CWIAX vs JORFX Comparison
Open Charts CWIAX vs JORFX
CWIAX vs JORFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. JORFX 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 JORFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 160B vs. JORFX (3.28B). 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 : 21.85 vs. JORFX (10.59). CWIAX return over 5 years is better than : 38.04 vs. JORFX (13.35).
| 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 | 15.640 | 10.087 | 155% |
| 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 | 0.46 | 286% |
| Returns for 1 year | 21.85 | 10.59 | 206% |
| Returns for 3 years | 53.22 | 31.58 | 169% |
| Returns for 5 years | 38.04 | 13.35 | 285% |
| Returns for 10 years | 132.03 | 99.34 | 133% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement