Interact to see
Advertisement
Advertisement
CWIEX vs JORAX
CWIEX vs JORAX Comparison
Open Charts CWIEX vs JORAX
CWIEX vs JORAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. JORAX commentary
Jun 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 CWIEX is a Buy and JORAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 160B vs. JORAX (3.28B). CWIEX pays higher dividends than JORAX: CWIEX (1.13) vs JORAX (0.32). CWIEX was incepted earlier than JORAX: CWIEX (24 years) vs JORAX (17 years). JORAX (1.01) and CWIEX (1.00) have similar cost to investors . JORAX is a more actively managed with annual turnover of: 48.00 vs. CWIEX (44.00). CWIEX has a lower initial minimum investment than JORAX: CWIEX (250) vs JORAX (2500). CWIEX annual gain was more profitable for investors over the last year : 17.57 vs. JORAX (6.96). CWIEX return over 5 years is better than : 33.05 vs. JORAX (8.28).
| CWIEX | JORAX | CWIEX / JORAX | |
| Total Expense Ratio | 1.00 | 1.01 | 99% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 13.504 | 7.625 | 177% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 3.28B | 4,880% |
| Annual Yield % from dividends | 1.13 | 0.32 | 355% |
| Returns for 1 year | 17.57 | 6.96 | 253% |
| Returns for 3 years | 47.85 | 26.57 | 180% |
| Returns for 5 years | 33.05 | 8.28 | 399% |
| Returns for 10 years | 120.29 | 88.55 | 136% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers