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JULGX vs NWWIX
JULGX vs NWWIX Comparison
Open Charts JULGX vs NWWIX
JULGX vs NWWIX Comparison Chart in %
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JULGX vs. NWWIX commentary
Sep 05, 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 JULGX is a Hold and NWWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JULGX has more cash in the bank: 8.37B vs. NWWIX (909M). NWWIX pays higher dividends than JULGX: NWWIX (3.97) vs JULGX (1.97). JULGX was incepted earlier than NWWIX: JULGX (15 years) vs NWWIX (13 years). JULGX (0.98) is less costly to investors than NWWIX (0.62). NWWIX is a more actively managed with annual turnover of: 33.63 vs. JULGX (27.00). NWWIX has a lower initial minimum investment than JULGX: NWWIX (50000) vs JULGX (1000000). NWWIX annual gain was more profitable for investors over the last year : 12.88 vs. JULGX (5.95). NWWIX return over 5 years is better than : 9.81 vs. JULGX (-1.64).
| JULGX | NWWIX | JULGX / NWWIX | |
| Total Expense Ratio | 0.98 | 0.62 | 158% |
| Annual Report Gross Expense Ratio | 0.98 | 0.62 | 158% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 11.748 | 12.246 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.37B | 909M | 921% |
| Annual Yield % from dividends | 1.97 | 3.97 | 50% |
| Returns for 1 year | 5.95 | 12.88 | 46% |
| Returns for 3 years | 31.57 | 24.86 | 127% |
| Returns for 5 years | -1.64 | 9.81 | -17% |
| Returns for 10 years | 21.47 | 33.39 | 64% |
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