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CWIEX vs JORFX
CWIEX vs JORFX Comparison
Open Charts CWIEX vs JORFX
CWIEX vs JORFX Comparison Chart in %
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CWIEX vs. JORFX commentary
Aug 11, 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 JORFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. JORFX (3.24B). CWIEX pays higher dividends than JORFX: CWIEX (1.13) vs JORFX (0.46). CWIEX was incepted earlier than JORFX: CWIEX (24 years) vs JORFX (17 years). CWIEX (1.00) is less costly to investors than JORFX (0.80). JORFX is a more actively managed with annual turnover of: 48.00 vs. CWIEX (44.00). CWIEX has a lower initial minimum investment than JORFX: CWIEX (250) vs JORFX (2500). CWIEX annual gain was more profitable for investors over the last year : 17.08 vs. JORFX (7.96). CWIEX return over 5 years is better than : 36.03 vs. JORFX (12.87).
| CWIEX | JORFX | CWIEX / JORFX | |
| Total Expense Ratio | 1.00 | 0.80 | 125% |
| Annual Report Gross Expense Ratio | 1.00 | 0.80 | 125% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 16.949 | 12.506 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 3.24B | 4,871% |
| Annual Yield % from dividends | 1.13 | 0.46 | 244% |
| Returns for 1 year | 17.08 | 7.96 | 214% |
| Returns for 3 years | 50.72 | 29.73 | 171% |
| Returns for 5 years | 36.03 | 12.87 | 280% |
| Returns for 10 years | 111.22 | 84.87 | 131% |
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