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ADAVX vs CWGFX
ADAVX vs CWGFX Comparison
Open Charts ADAVX vs CWGFX
ADAVX vs CWGFX Comparison Chart in %
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ADAVX vs. CWGFX 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 CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 160B vs. ADAVX (99.7M). ADAVX pays higher dividends than CWGFX: ADAVX (3.89) vs CWGFX (1.30). ADAVX was incepted earlier than CWGFX: ADAVX (14 years) vs CWGFX (25 years). ADAVX (1.66) is less costly to investors than CWGFX (0.79). CWGFX is a more actively managed with annual turnover of: 44.00 vs. ADAVX (36.00). CWGFX has a lower initial minimum investment than ADAVX: CWGFX (250) vs ADAVX (1000). ADAVX annual gain was more profitable for investors over the last year : 20.92 vs. CWGFX (18.82). ADAVX return over 5 years is better than : 38.44 vs. CWGFX (31.85).
| ADAVX | CWGFX | ADAVX / CWGFX | |
| Total Expense Ratio | 1.51 | 0.79 | 191% |
| Annual Report Gross Expense Ratio | 1.66 | 0.79 | 210% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 10.968 | 13.406 | 82% |
| 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 | 1.30 | 300% |
| Returns for 1 year | 20.92 | 18.82 | 111% |
| Returns for 3 years | 45.64 | 50.18 | 91% |
| Returns for 5 years | 38.44 | 31.85 | 121% |
| Returns for 10 years | 163.82 | 105.40 | 155% |
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