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CWIEX vs JORRX
CWIEX vs JORRX Comparison
Open Charts CWIEX vs JORRX
CWIEX vs JORRX Comparison Chart in %
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CWIEX vs. JORRX 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 JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 152B vs. JORRX (3.25B). CWIEX pays higher dividends than JORRX: CWIEX (1.13) vs JORRX (0.31). CWIEX was incepted earlier than JORRX: CWIEX (24 years) vs JORRX (17 years). JORRX (1.95) is less costly to investors than CWIEX (1.00). JORRX is a more actively managed with annual turnover of: 48.00 vs. CWIEX (44.00). CWIEX has a lower initial minimum investment than JORRX: CWIEX (250) vs JORRX (2500). CWIEX annual gain was more profitable for investors over the last year : 22.14 vs. JORRX (10.82). CWIEX return over 5 years is better than : 36.52 vs. JORRX (7.45).
| CWIEX | JORRX | CWIEX / JORRX | |
| Total Expense Ratio | 1.00 | 1.57 | 64% |
| Annual Report Gross Expense Ratio | 1.00 | 1.95 | 51% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 15.535 | 9.625 | 161% |
| 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 | 0.31 | 360% |
| Returns for 1 year | 22.14 | 10.82 | 205% |
| Returns for 3 years | 53.51 | 28.54 | 187% |
| Returns for 5 years | 36.52 | 7.45 | 490% |
| Returns for 10 years | 117.56 | 73.24 | 161% |
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