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ADAVX vs CWGCX
ADAVX vs CWGCX Comparison
Open Charts ADAVX vs CWGCX
ADAVX vs CWGCX Comparison Chart in %
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ADAVX vs. CWGCX commentary
Jul 14, 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 ADAVX is a Hold and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 158B vs. ADAVX (99.2M). ADAVX pays higher dividends than CWGCX: ADAVX (3.98) vs CWGCX (0.71). ADAVX was incepted earlier than CWGCX: ADAVX (15 years) vs CWGCX (25 years). ADAVX (1.66) is less costly to investors than CWGCX (1.48). CWGCX is a more actively managed with annual turnover of: 44.00 vs. ADAVX (36.00). CWGCX has a lower initial minimum investment than ADAVX: CWGCX (250) vs ADAVX (1000). ADAVX annual gain was more profitable for investors over the last year : 17.21 vs. CWGCX (13.22). ADAVX return over 5 years is better than : 37.58 vs. CWGCX (27.26).
| ADAVX | CWGCX | ADAVX / CWGCX | |
| Total Expense Ratio | 1.51 | 1.48 | 102% |
| Annual Report Gross Expense Ratio | 1.66 | 1.48 | 112% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 10.968 | 12.809 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.2M | 158B | 0% |
| Annual Yield % from dividends | 3.98 | 0.71 | 558% |
| Returns for 1 year | 17.21 | 13.22 | 130% |
| Returns for 3 years | 41.15 | 40.88 | 101% |
| Returns for 5 years | 37.58 | 27.26 | 138% |
| Returns for 10 years | 149.76 | 86.25 | 174% |
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