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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JULGX has more cash in the bank: 8.92B vs. NWWIX (943M). NWWIX pays higher dividends than JULGX: NWWIX (4.00) vs JULGX (1.98). 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 : 18.31 vs. JULGX (12.01). NWWIX return over 5 years is better than : 12.99 vs. JULGX (1.66).
| 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 | 11.469 | 10.566 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.92B | 943M | 946% |
| Annual Yield % from dividends | 1.98 | 4.00 | 50% |
| Returns for 1 year | 12.01 | 18.31 | 66% |
| Returns for 3 years | 35.42 | 27.43 | 129% |
| Returns for 5 years | 1.66 | 12.99 | 13% |
| Returns for 10 years | 26.14 | 36.30 | 72% |
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