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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
Jun 10, 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: 160B vs. JORIX (3.25B). 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 : 17.22 vs. JORIX (6.62). CWIEX return over 5 years is better than : 31.74 vs. JORIX (6.47).
| 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 | 12.248 | 7.052 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 3.25B | 4,920% |
| Annual Yield % from dividends | 1.13 | 0.19 | 585% |
| Returns for 1 year | 17.22 | 6.62 | 260% |
| Returns for 3 years | 48.56 | 26.87 | 181% |
| Returns for 5 years | 31.74 | 6.47 | 491% |
| Returns for 10 years | 113.75 | 77.73 | 146% |
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