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CWIEX vs JORIX
CWIEX vs JORIX Comparison
Open Charts CWIEX vs JORIX
CWIEX vs JORIX Comparison Chart in %
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CWIEX vs. JORIX 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 JORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. JORIX (3.28B). CWIEX pays higher dividends than JORIX: CWIEX (1.13) vs JORIX (0.19). CWIEX was incepted earlier than JORIX: CWIEX (24 years) vs JORIX (17 years). JORIX (2.45) is less costly to investors than CWIEX (1.00). JORIX is a more actively managed with annual turnover of: 48.00 vs. CWIEX (44.00). CWIEX has a lower initial minimum investment than JORIX: CWIEX (250) vs JORIX (2500). CWIEX annual gain was more profitable for investors over the last year : 15.28 vs. JORIX (3.12). CWIEX return over 5 years is better than : 34.14 vs. JORIX (7.88).
| CWIEX | JORIX | CWIEX / JORIX | |
| Total Expense Ratio | 1.00 | 1.32 | 76% |
| Annual Report Gross Expense Ratio | 1.00 | 2.45 | 41% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 13.848 | 6.796 | 204% |
| 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 | 0.19 | 590% |
| Returns for 1 year | 15.28 | 3.12 | 489% |
| Returns for 3 years | 42.99 | 20.11 | 214% |
| Returns for 5 years | 34.14 | 7.88 | 433% |
| Returns for 10 years | 109.80 | 71.88 | 153% |
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