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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
Jul 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 Hold and JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. JORRX (3.28B). CWIAX pays higher dividends than JORRX: CWIAX (1.34) vs JORRX (0.31). CWIAX was incepted earlier than JORRX: CWIAX (24 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 : 13.90 vs. JORRX (3.64). CWIAX return over 5 years is better than : 35.30 vs. JORRX (6.61).
| CWIAX | JORRX | CWIAX / JORRX | |
| Total Expense Ratio | 0.75 | 1.57 | 48% |
| Annual Report Gross Expense Ratio | 0.75 | 1.95 | 38% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 13.588 | 7.932 | 171% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 3.28B | 4,819% |
| Annual Yield % from dividends | 1.34 | 0.31 | 428% |
| Returns for 1 year | 13.90 | 3.64 | 382% |
| Returns for 3 years | 44.61 | 20.59 | 217% |
| Returns for 5 years | 35.30 | 6.61 | 534% |
| Returns for 10 years | 114.01 | 67.31 | 169% |
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