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CWIAX vs JORRX
CWIAX vs JORRX Comparison
Open Charts CWIAX vs JORRX
CWIAX vs JORRX Comparison Chart in %
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CWIAX vs. JORRX commentary
Aug 14, 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 JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. JORRX (3.24B). CWIAX pays higher dividends than JORRX: CWIAX (1.35) vs JORRX (0.32). CWIAX was incepted earlier than JORRX: CWIAX (25 years) vs JORRX (17 years). JORRX (1.95) is less costly to investors than CWIAX (0.75). JORRX is a more actively managed with annual turnover of: 48.00 vs. CWIAX (44.00). CWIAX has a lower initial minimum investment than JORRX: CWIAX (250) vs JORRX (2500). CWIAX annual gain was more profitable for investors over the last year : 16.79 vs. JORRX (6.82). CWIAX return over 5 years is better than : 38.27 vs. JORRX (8.92).
| CWIAX | JORRX | CWIAX / JORRX | |
| Total Expense Ratio | 0.75 | 1.57 | 48% |
| Annual Report Gross Expense Ratio | 0.75 | 1.95 | 38% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 17.934 | 13.221 | 136% |
| 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 | 0.32 | 429% |
| Returns for 1 year | 16.79 | 6.82 | 246% |
| Returns for 3 years | 52.74 | 27.46 | 192% |
| Returns for 5 years | 38.27 | 8.92 | 429% |
| Returns for 10 years | 117.01 | 71.95 | 163% |
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