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JORAX vs WGIFX
JORAX vs WGIFX Comparison
Open Charts JORAX vs WGIFX
JORAX vs WGIFX Comparison Chart in %
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JORAX vs. WGIFX commentary
Sep 12, 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 JORAX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 158B vs. JORAX (3.3B). WGIFX pays higher dividends than JORAX: WGIFX (1.52) vs JORAX (0.31). JORAX was incepted earlier than WGIFX: JORAX (17 years) vs WGIFX (18 years). JORAX (1.01) is less costly to investors than WGIFX (0.52). JORAX is a more actively managed with annual turnover of: 48.00 vs. WGIFX (44.00). WGIFX has a lower initial minimum investment than JORAX: WGIFX (250) vs JORAX (2500). WGIFX annual gain was more profitable for investors over the last year : 11.78 vs. JORAX (2.74). WGIFX return over 5 years is better than : 34.19 vs. JORAX (9.72).
| JORAX | WGIFX | JORAX / WGIFX | |
| Total Expense Ratio | 1.01 | 0.52 | 194% |
| Annual Report Gross Expense Ratio | 1.01 | 0.52 | 194% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 9.928 | 16.183 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 158B | 2% |
| Annual Yield % from dividends | 0.31 | 1.52 | 21% |
| Returns for 1 year | 2.74 | 11.78 | 23% |
| Returns for 3 years | 26.96 | 52.84 | 51% |
| Returns for 5 years | 9.72 | 34.19 | 28% |
| Returns for 10 years | 81.79 | 99.64 | 82% |
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