Interact to see
Advertisement
Advertisement
CWIEX vs JORCX
CWIEX vs JORCX Comparison
Open Charts CWIEX vs JORCX
CWIEX vs JORCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. JORCX 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 StrongBuy and JORCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 156B vs. JORCX (3.24B). CWIEX pays higher dividends than JORCX: CWIEX (1.13) vs JORCX (0.00). CWIEX was incepted earlier than JORCX: CWIEX (24 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 : 16.88 vs. JORCX (4.97). CWIEX return over 5 years is better than : 38.11 vs. JORCX (6.78).
| CWIEX | JORCX | CWIEX / JORCX | |
| Total Expense Ratio | 1.00 | 1.91 | 52% |
| Annual Report Gross Expense Ratio | 1.00 | 2.09 | 48% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 16.836 | 11.136 | 151% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 16.88 | 4.97 | 340% |
| Returns for 3 years | 53.61 | 25.96 | 207% |
| Returns for 5 years | 38.11 | 6.78 | 562% |
| Returns for 10 years | 110.60 | 60.72 | 182% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement