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CWIEX vs JORCX
CWIEX vs JORCX Comparison
Open Charts CWIEX vs JORCX
CWIEX vs JORCX Comparison Chart in %
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CWIEX vs. JORCX 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 JORCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. JORCX (3.3B). CWIEX pays higher dividends than JORCX: CWIEX (1.11) vs JORCX (0.00). CWIEX was incepted earlier than JORCX: CWIEX (25 years) vs JORCX (17 years). JORCX (2.09) is less costly to investors than CWIEX (1.00). JORCX is a more actively managed with annual turnover of: 48.00 vs. CWIEX (44.00). CWIEX has a lower initial minimum investment than JORCX: CWIEX (250) vs JORCX (2500). CWIEX annual gain was more profitable for investors over the last year : 11.20 vs. JORCX (1.13). CWIEX return over 5 years is better than : 33.86 vs. JORCX (2.80).
| CWIEX | JORCX | CWIEX / JORCX | |
| Total Expense Ratio | 1.00 | 1.91 | 52% |
| Annual Report Gross Expense Ratio | 1.00 | 2.09 | 48% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 15.802 | 9.307 | 170% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 11.20 | 1.13 | 994% |
| Returns for 3 years | 50.55 | 21.83 | 232% |
| Returns for 5 years | 33.86 | 2.80 | 1,208% |
| Returns for 10 years | 113.40 | 62.20 | 182% |
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