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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
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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 158B vs. ADAVX (99.2M). ADAVX pays higher dividends than CWGFX: ADAVX (3.98) vs CWGFX (1.30). ADAVX was incepted earlier than CWGFX: ADAVX (15 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 : 17.21 vs. CWGFX (14.10). ADAVX return over 5 years is better than : 37.58 vs. CWGFX (31.04).
| 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 | 25 years | - |
| Gain YTD | 10.968 | 13.209 | 83% |
| 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 | 1.30 | 306% |
| Returns for 1 year | 17.21 | 14.10 | 122% |
| Returns for 3 years | 41.15 | 44.01 | 93% |
| Returns for 5 years | 37.58 | 31.04 | 121% |
| Returns for 10 years | 149.76 | 92.50 | 162% |
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