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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
Jun 21, 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: 160B vs. JORRX (3.28B). RWIBX pays higher dividends than JORRX: RWIBX (0.74) 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 : 20.37 vs. JORRX (8.01). RWIBX return over 5 years is better than : 32.65 vs. JORRX (9.18).
| 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 | 8.726 | 15.303 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 160B | 2% |
| Annual Yield % from dividends | 0.31 | 0.74 | 43% |
| Returns for 1 year | 8.01 | 20.37 | 39% |
| Returns for 3 years | 23.11 | 43.47 | 53% |
| Returns for 5 years | 9.18 | 32.65 | 28% |
| Returns for 10 years | 75.81 | 94.64 | 80% |
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