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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 04, 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 Buy and JORCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 152B vs. JORCX (3.25B). 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 : 22.63 vs. JORCX (10.02). CWIFX return over 5 years is better than : 39.23 vs. JORCX (4.36).
| 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 | 15.724 | 9.474 | 166% |
| 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 | 1.46 | 0.00 | - |
| Returns for 1 year | 22.63 | 10.02 | 226% |
| Returns for 3 years | 55.32 | 26.12 | 212% |
| Returns for 5 years | 39.23 | 4.36 | 900% |
| Returns for 10 years | 126.84 | 64.86 | 196% |
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