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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
Sep 12, 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: 158B vs. JORIX (3.3B). CWIAX pays higher dividends than JORIX: CWIAX (1.33) 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 : 11.49 vs. JORIX (2.50). CWIAX return over 5 years is better than : 35.48 vs. JORIX (8.30).
| 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 | 16.008 | 9.811 | 163% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 3.3B | 4,795% |
| Annual Yield % from dividends | 1.33 | 0.19 | 699% |
| Returns for 1 year | 11.49 | 2.50 | 460% |
| Returns for 3 years | 51.66 | 26.00 | 199% |
| Returns for 5 years | 35.48 | 8.30 | 428% |
| Returns for 10 years | 118.42 | 77.29 | 153% |
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