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JORRX vs RWIBX
JORRX vs RWIBX Comparison
Open Charts JORRX vs RWIBX
JORRX vs RWIBX Comparison Chart in %
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JORRX vs. RWIBX commentary
Sep 19, 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 JORRX is a Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 158B vs. JORRX (3.3B). RWIBX pays higher dividends than JORRX: RWIBX (0.70) vs JORRX (0.31). JORRX was incepted earlier than RWIBX: JORRX (17 years) vs RWIBX (24 years). JORRX (1.95) is less costly to investors than RWIBX (1.51). JORRX is a more actively managed with annual turnover of: 48.00 vs. RWIBX (44.00). RWIBX has a lower initial minimum investment than JORRX: RWIBX (250) vs JORRX (2500). RWIBX annual gain was more profitable for investors over the last year : 9.39 vs. JORRX (-0.20). RWIBX return over 5 years is better than : 29.35 vs. JORRX (5.78).
| JORRX | RWIBX | JORRX / RWIBX | |
| Total Expense Ratio | 1.57 | 1.51 | 104% |
| Annual Report Gross Expense Ratio | 1.95 | 1.51 | 129% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 8.302 | 14.768 | 56% |
| Front Load | N/A | 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 | 0.70 | 44% |
| Returns for 1 year | -0.20 | 9.39 | -2% |
| Returns for 3 years | 23.59 | 47.62 | 50% |
| Returns for 5 years | 5.78 | 29.35 | 20% |
| Returns for 10 years | 66.82 | 88.30 | 76% |
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