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CWIFX vs JORCX
CWIFX vs JORCX Comparison
Open Charts CWIFX vs JORCX
CWIFX vs JORCX Comparison Chart in %
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CWIFX vs. JORCX commentary
Jun 24, 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 CWIFX is a Hold and JORCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 160B vs. JORCX (3.28B). CWIFX pays higher dividends than JORCX: CWIFX (1.46) vs JORCX (0.00). CWIFX was incepted earlier than JORCX: CWIFX (24 years) vs JORCX (17 years). JORCX (2.09) is less costly to investors than CWIFX (0.85). JORCX is a more actively managed with annual turnover of: 48.00 vs. CWIFX (44.00). CWIFX has a lower initial minimum investment than JORCX: CWIFX (250) vs JORCX (2500). CWIFX annual gain was more profitable for investors over the last year : 19.02 vs. JORCX (5.85). CWIFX return over 5 years is better than : 35.67 vs. JORCX (2.14).
| CWIFX | JORCX | CWIFX / JORCX | |
| Total Expense Ratio | 0.85 | 1.91 | 45% |
| Annual Report Gross Expense Ratio | 0.85 | 2.09 | 41% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 13.513 | 7.202 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 3.28B | 4,880% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 19.02 | 5.85 | 325% |
| Returns for 3 years | 50.98 | 22.88 | 223% |
| Returns for 5 years | 35.67 | 2.14 | 1,665% |
| Returns for 10 years | 131.94 | 71.64 | 184% |
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