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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
Jul 13, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. JORAX (3.28B). CWIEX pays higher dividends than JORAX: CWIEX (1.12) 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 : 14.74 vs. JORAX (5.47). CWIEX return over 5 years is better than : 34.09 vs. JORAX (10.07).
| 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 | 14.471 | 9.570 | 151% |
| Front Load | N/A | 6% | - |
| 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 | 1.12 | 0.32 | 355% |
| Returns for 1 year | 14.74 | 5.47 | 269% |
| Returns for 3 years | 48.25 | 28.56 | 169% |
| Returns for 5 years | 34.09 | 10.07 | 338% |
| Returns for 10 years | 112.33 | 84.25 | 133% |
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