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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
Aug 23, 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 156B vs. JORAX (3.24B). WGIFX pays higher dividends than JORAX: WGIFX (1.55) vs JORAX (0.32). 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 : 16.28 vs. JORAX (6.44). WGIFX return over 5 years is better than : 37.35 vs. JORAX (13.99).
| 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 | 11.720 | 16.239 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 156B | 2% |
| Annual Yield % from dividends | 0.32 | 1.55 | 21% |
| Returns for 1 year | 6.44 | 16.28 | 40% |
| Returns for 3 years | 31.08 | 54.58 | 57% |
| Returns for 5 years | 13.99 | 37.35 | 37% |
| Returns for 10 years | 80.75 | 96.07 | 84% |
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