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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
Jun 04, 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: 152B vs. JORCX (3.25B). 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 : 22.14 vs. JORCX (10.02). CWIEX return over 5 years is better than : 36.52 vs. JORCX (4.36).
| 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 | 15.535 | 9.474 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 3.25B | 4,674% |
| Annual Yield % from dividends | 1.13 | 0.00 | - |
| Returns for 1 year | 22.14 | 10.02 | 221% |
| Returns for 3 years | 53.51 | 26.12 | 205% |
| Returns for 5 years | 36.52 | 4.36 | 838% |
| Returns for 10 years | 117.56 | 64.86 | 181% |
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