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JORRX vs RWIFX
JORRX vs RWIFX Comparison
Open Charts JORRX vs RWIFX
JORRX vs RWIFX Comparison Chart in %
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JORRX vs. RWIFX commentary
Jun 20, 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 160B vs. JORRX (3.28B). RWIFX pays higher dividends than JORRX: RWIFX (1.57) vs JORRX (0.31). JORRX was incepted earlier than RWIFX: JORRX (17 years) vs RWIFX (24 years). JORRX (1.95) is less costly to investors than RWIFX (0.46). JORRX is a more actively managed with annual turnover of: 48.00 vs. RWIFX (44.00). RWIFX has a lower initial minimum investment than JORRX: RWIFX (250) vs JORRX (2500). RWIFX annual gain was more profitable for investors over the last year : 21.82 vs. JORRX (8.01). RWIFX return over 5 years is better than : 38.77 vs. JORRX (9.18).
| JORRX | RWIFX | JORRX / RWIFX | |
| Total Expense Ratio | 1.57 | 0.46 | 341% |
| Annual Report Gross Expense Ratio | 1.95 | 0.46 | 424% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 8.726 | 15.879 | 55% |
| 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 | 1.57 | 20% |
| Returns for 1 year | 8.01 | 21.82 | 37% |
| Returns for 3 years | 23.11 | 45.11 | 51% |
| Returns for 5 years | 9.18 | 38.77 | 24% |
| Returns for 10 years | 75.81 | 105.16 | 72% |
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