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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
Sep 12, 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: 158B vs. JORAX (3.3B). CWIEX pays higher dividends than JORAX: CWIEX (1.11) vs JORAX (0.31). CWIEX was incepted earlier than JORAX: CWIEX (25 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 : 11.20 vs. JORAX (2.74). CWIEX return over 5 years is better than : 33.86 vs. JORAX (9.72).
| CWIEX | JORAX | CWIEX / JORAX | |
| Total Expense Ratio | 1.00 | 1.01 | 99% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 15.802 | 9.928 | 159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 3.3B | 4,795% |
| Annual Yield % from dividends | 1.11 | 0.31 | 356% |
| Returns for 1 year | 11.20 | 2.74 | 409% |
| Returns for 3 years | 50.55 | 26.96 | 187% |
| Returns for 5 years | 33.86 | 9.72 | 348% |
| Returns for 10 years | 113.40 | 81.79 | 139% |
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