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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
Sep 05, 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 JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 156B vs. JORRX (3.3B). CWIEX pays higher dividends than JORRX: CWIEX (1.11) vs JORRX (0.31). CWIEX was incepted earlier than JORRX: CWIEX (25 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 : 15.85 vs. JORRX (5.41). CWIEX return over 5 years is better than : 32.97 vs. JORRX (5.00).
| CWIEX | JORRX | CWIEX / JORRX | |
| Total Expense Ratio | 1.00 | 1.57 | 64% |
| Annual Report Gross Expense Ratio | 1.00 | 1.95 | 51% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 16.467 | 11.052 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 3.3B | 4,734% |
| Annual Yield % from dividends | 1.11 | 0.31 | 361% |
| Returns for 1 year | 15.85 | 5.41 | 293% |
| Returns for 3 years | 49.75 | 24.95 | 199% |
| Returns for 5 years | 32.97 | 5.00 | 660% |
| Returns for 10 years | 109.89 | 68.66 | 160% |
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