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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 160B vs. ADAVX (99.7M). ADAVX pays higher dividends than CWGCX: ADAVX (3.89) vs CWGCX (0.75). ADAVX was incepted earlier than CWGCX: ADAVX (14 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 : 20.92 vs. CWGCX (17.91). ADAVX return over 5 years is better than : 38.44 vs. CWGCX (28.03).
| ADAVX | CWGCX | ADAVX / CWGCX | |
| Total Expense Ratio | 1.51 | 1.48 | 102% |
| Annual Report Gross Expense Ratio | 1.66 | 1.48 | 112% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 10.968 | 13.037 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.7M | 160B | 0% |
| Annual Yield % from dividends | 3.89 | 0.75 | 521% |
| Returns for 1 year | 20.92 | 17.91 | 117% |
| Returns for 3 years | 45.64 | 46.90 | 97% |
| Returns for 5 years | 38.44 | 28.03 | 137% |
| Returns for 10 years | 163.82 | 98.70 | 166% |
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