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CWIFX vs JORRX
CWIFX vs JORRX Comparison
Open Charts CWIFX vs JORRX
CWIFX vs JORRX Comparison Chart in %
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CWIFX 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 CWIFX is a Buy and JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 152B vs. JORRX (3.25B). CWIFX pays higher dividends than JORRX: CWIFX (1.46) vs JORRX (0.31). CWIFX was incepted earlier than JORRX: CWIFX (24 years) vs JORRX (17 years). JORRX (1.95) is less costly to investors than CWIFX (0.85). JORRX is a more actively managed with annual turnover of: 48.00 vs. CWIFX (44.00). CWIFX has a lower initial minimum investment than JORRX: CWIFX (250) vs JORRX (2500). CWIFX annual gain was more profitable for investors over the last year : 22.63 vs. JORRX (10.82). CWIFX return over 5 years is better than : 39.23 vs. JORRX (7.45).
| CWIFX | JORRX | CWIFX / JORRX | |
| Total Expense Ratio | 0.85 | 1.57 | 54% |
| Annual Report Gross Expense Ratio | 0.85 | 1.95 | 44% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 15.724 | 9.625 | 163% |
| 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 | 0.31 | 463% |
| Returns for 1 year | 22.63 | 10.82 | 209% |
| Returns for 3 years | 55.32 | 28.54 | 194% |
| Returns for 5 years | 39.23 | 7.45 | 527% |
| Returns for 10 years | 126.84 | 73.24 | 173% |
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