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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
Sep 05, 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 JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. JORRX (3.3B). CWIAX pays higher dividends than JORRX: CWIAX (1.33) vs JORRX (0.31). 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 : 16.15 vs. JORRX (5.41). CWIAX return over 5 years is better than : 34.59 vs. JORRX (5.00).
| 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 | 16.659 | 11.052 | 151% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 3.3B | 4,734% |
| Annual Yield % from dividends | 1.33 | 0.31 | 429% |
| Returns for 1 year | 16.15 | 5.41 | 299% |
| Returns for 3 years | 50.85 | 24.95 | 204% |
| Returns for 5 years | 34.59 | 5.00 | 692% |
| Returns for 10 years | 114.80 | 68.66 | 167% |
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