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CWIEX vs JORAX
CWIEX vs JORAX Comparison
Open Charts CWIEX vs JORAX
CWIEX vs JORAX Comparison Chart in %
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CWIEX vs. JORAX commentary
Aug 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 CWIEX is a Hold and JORAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 156B vs. JORAX (3.24B). 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 : 15.67 vs. JORAX (6.44). CWIEX return over 5 years is better than : 36.99 vs. JORAX (13.99).
| 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 | 15.887 | 11.720 | 136% |
| Front Load | N/A | 6% | - |
| 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 | 1.13 | 0.32 | 356% |
| Returns for 1 year | 15.67 | 6.44 | 243% |
| Returns for 3 years | 52.25 | 31.08 | 168% |
| Returns for 5 years | 36.99 | 13.99 | 264% |
| Returns for 10 years | 109.62 | 80.75 | 136% |
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