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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
Jun 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 JORFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 152B vs. JORFX (3.25B). 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 : 22.14 vs. JORFX (11.98). CWIEX return over 5 years is better than : 36.52 vs. JORFX (12.50).
| 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 | 15.535 | 9.985 | 156% |
| 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 | 0.46 | 244% |
| Returns for 1 year | 22.14 | 11.98 | 185% |
| Returns for 3 years | 53.51 | 32.24 | 166% |
| Returns for 5 years | 36.52 | 12.50 | 292% |
| Returns for 10 years | 117.56 | 87.43 | 134% |
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