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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
Sep 13, 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 Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 158B vs. ADAVX (98.2M). ADAVX pays higher dividends than CWGCX: ADAVX (3.89) vs CWGCX (0.71). ADAVX was incepted earlier than CWGCX: ADAVX (15 years) vs CWGCX (26 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 : 12.70 vs. CWGCX (10.62). ADAVX return over 5 years is better than : 39.57 vs. CWGCX (28.85).
| 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 | 26 years | - |
| Gain YTD | 11.349 | 15.442 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.2M | 158B | 0% |
| Annual Yield % from dividends | 3.89 | 0.71 | 549% |
| Returns for 1 year | 12.70 | 10.62 | 120% |
| Returns for 3 years | 46.22 | 48.27 | 96% |
| Returns for 5 years | 39.57 | 28.85 | 137% |
| Returns for 10 years | 150.05 | 90.68 | 165% |
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