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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
Jul 22, 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 Hold and JORFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. JORFX (3.28B). CWIEX pays higher dividends than JORFX: CWIEX (1.12) 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 : 12.02 vs. JORFX (2.99). CWIEX return over 5 years is better than : 31.98 vs. JORFX (10.14).
| 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 | 11.696 | 6.588 | 178% |
| 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 | 1.12 | 0.46 | 243% |
| Returns for 1 year | 12.02 | 2.99 | 402% |
| Returns for 3 years | 41.35 | 21.92 | 189% |
| Returns for 5 years | 31.98 | 10.14 | 315% |
| Returns for 10 years | 105.93 | 78.05 | 136% |
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