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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
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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 158B vs. ADAVX (98.2M). ADAVX pays higher dividends than CWGFX: ADAVX (3.89) vs CWGFX (1.29). ADAVX was incepted earlier than CWGFX: ADAVX (15 years) vs CWGFX (26 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 : 12.70 vs. CWGFX (11.47). ADAVX return over 5 years is better than : 39.57 vs. CWGFX (32.66).
| ADAVX | CWGFX | ADAVX / CWGFX | |
| Total Expense Ratio | 1.51 | 0.79 | 191% |
| Annual Report Gross Expense Ratio | 1.66 | 0.79 | 210% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 11.349 | 15.977 | 71% |
| 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 | 1.29 | 301% |
| Returns for 1 year | 12.70 | 11.47 | 111% |
| Returns for 3 years | 46.22 | 51.55 | 90% |
| Returns for 5 years | 39.57 | 32.66 | 121% |
| Returns for 10 years | 150.05 | 97.07 | 155% |
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