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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
Aug 03, 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 (3.28B). 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 : 15.28 vs. JORCX (1.75). CWIEX return over 5 years is better than : 34.14 vs. JORCX (2.37).
| 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 | 13.848 | 6.371 | 217% |
| Front Load | N/A | N/A | - |
| 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 | 1.13 | 0.00 | - |
| Returns for 1 year | 15.28 | 1.75 | 875% |
| Returns for 3 years | 42.99 | 16.13 | 267% |
| Returns for 5 years | 34.14 | 2.37 | 1,441% |
| Returns for 10 years | 109.80 | 57.20 | 192% |
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