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CWIAX vs JORIX
CWIAX vs JORIX Comparison
Open Charts CWIAX vs JORIX
CWIAX vs JORIX Comparison Chart in %
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CWIAX vs. JORIX commentary
Jun 10, 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 JORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 160B vs. JORIX (3.25B). CWIAX pays higher dividends than JORIX: CWIAX (1.33) vs JORIX (0.19). CWIAX was incepted earlier than JORIX: CWIAX (24 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 : 17.55 vs. JORIX (6.62). CWIAX return over 5 years is better than : 33.35 vs. JORIX (6.47).
| CWIAX | JORIX | CWIAX / JORIX | |
| Total Expense Ratio | 0.75 | 1.32 | 57% |
| Annual Report Gross Expense Ratio | 0.75 | 2.45 | 31% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 12.382 | 7.052 | 176% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 3.25B | 4,920% |
| Annual Yield % from dividends | 1.33 | 0.19 | 688% |
| Returns for 1 year | 17.55 | 6.62 | 265% |
| Returns for 3 years | 49.69 | 26.87 | 185% |
| Returns for 5 years | 33.35 | 6.47 | 515% |
| Returns for 10 years | 118.71 | 77.73 | 153% |
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