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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 23, 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 StrongBuy and JORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 156B vs. JORIX (3.24B). 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 : 16.88 vs. JORIX (6.35). CWIEX return over 5 years is better than : 38.11 vs. JORIX (12.45).
| 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 | 16.836 | 11.599 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 3.24B | 4,809% |
| Annual Yield % from dividends | 1.13 | 0.19 | 587% |
| Returns for 1 year | 16.88 | 6.35 | 266% |
| Returns for 3 years | 53.61 | 30.32 | 177% |
| Returns for 5 years | 38.11 | 12.45 | 306% |
| Returns for 10 years | 110.60 | 75.62 | 146% |
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