Interact to see
Advertisement
Advertisement
JULGX vs NWWIX
JULGX vs NWWIX Comparison
Open Charts JULGX vs NWWIX
JULGX vs NWWIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JULGX vs. NWWIX commentary
Jul 25, 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 Hold.
FUNDAMENTALS
Fundamentals
JULGX has more cash in the bank: 8.35B vs. NWWIX (900M). NWWIX pays higher dividends than JULGX: NWWIX (4.04) vs JULGX (1.97). JULGX was incepted earlier than NWWIX: JULGX (15 years) vs NWWIX (12 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 : 11.27 vs. JULGX (4.51). NWWIX return over 5 years is better than : 9.67 vs. JULGX (-1.74).
| 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 | 12 years | - |
| Gain YTD | 9.161 | 9.309 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.35B | 900M | 928% |
| Annual Yield % from dividends | 1.97 | 4.04 | 49% |
| Returns for 1 year | 4.51 | 11.27 | 40% |
| Returns for 3 years | 26.29 | 19.93 | 132% |
| Returns for 5 years | -1.74 | 9.67 | -18% |
| Returns for 10 years | 20.97 | 32.37 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement