Interact to see
Advertisement
Advertisement
CWIAX vs JORIX
CWIAX vs JORIX Comparison
Open Charts CWIAX vs JORIX
CWIAX vs JORIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. JORIX 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 JORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. JORIX (3.24B). CWIAX pays higher dividends than JORIX: CWIAX (1.35) vs JORIX (0.19). CWIAX was incepted earlier than JORIX: CWIAX (25 years) vs JORIX (17 years). JORIX (2.45) is less costly to investors than CWIAX (0.75). JORIX is a more actively managed with annual turnover of: 48.00 vs. CWIAX (44.00). CWIAX has a lower initial minimum investment than JORIX: CWIAX (250) vs JORIX (2500). CWIAX annual gain was more profitable for investors over the last year : 17.18 vs. JORIX (6.35). CWIAX return over 5 years is better than : 39.81 vs. JORIX (12.45).
| CWIAX | JORIX | CWIAX / JORIX | |
| Total Expense Ratio | 0.75 | 1.32 | 57% |
| Annual Report Gross Expense Ratio | 0.75 | 2.45 | 31% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 17.028 | 11.599 | 147% |
| 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 | 0.19 | 698% |
| Returns for 1 year | 17.18 | 6.35 | 271% |
| Returns for 3 years | 54.75 | 30.32 | 181% |
| Returns for 5 years | 39.81 | 12.45 | 320% |
| Returns for 10 years | 115.53 | 75.62 | 153% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement