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JORIX vs WGIFX
JORIX vs WGIFX Comparison
Open Charts JORIX vs WGIFX
JORIX vs WGIFX Comparison Chart in %
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JORIX vs. WGIFX commentary
Jun 10, 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 JORIX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 160B vs. JORIX (3.25B). WGIFX pays higher dividends than JORIX: WGIFX (1.52) vs JORIX (0.19). JORIX was incepted earlier than WGIFX: JORIX (17 years) vs WGIFX (18 years). JORIX (2.45) is less costly to investors than WGIFX (0.52). JORIX is a more actively managed with annual turnover of: 48.00 vs. WGIFX (44.00). WGIFX has a lower initial minimum investment than JORIX: WGIFX (250) vs JORIX (2500). WGIFX annual gain was more profitable for investors over the last year : 17.85 vs. JORIX (6.62). WGIFX return over 5 years is better than : 32.08 vs. JORIX (6.47).
| JORIX | WGIFX | JORIX / WGIFX | |
| Total Expense Ratio | 1.32 | 0.52 | 254% |
| Annual Report Gross Expense Ratio | 2.45 | 0.52 | 471% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 7.052 | 12.477 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 160B | 2% |
| Annual Yield % from dividends | 0.19 | 1.52 | 13% |
| Returns for 1 year | 6.62 | 17.85 | 37% |
| Returns for 3 years | 26.87 | 50.87 | 53% |
| Returns for 5 years | 6.47 | 32.08 | 20% |
| Returns for 10 years | 77.73 | 98.22 | 79% |
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