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ADAVX vs CWICX
ADAVX vs CWICX Comparison
Open Charts ADAVX vs CWICX
ADAVX vs CWICX Comparison Chart in %
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ADAVX vs. CWICX 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. ADAVX (99.2M). ADAVX pays higher dividends than CWICX: ADAVX (3.98) vs CWICX (0.66). ADAVX was incepted earlier than CWICX: ADAVX (15 years) vs CWICX (24 years). ADAVX (1.66) is less costly to investors than CWICX (1.52). CWICX is a more actively managed with annual turnover of: 44.00 vs. ADAVX (36.00). CWICX has a lower initial minimum investment than ADAVX: CWICX (250) vs ADAVX (1000). ADAVX annual gain was more profitable for investors over the last year : 17.21 vs. CWICX (13.22). ADAVX return over 5 years is better than : 37.58 vs. CWICX (28.73).
| ADAVX | CWICX | ADAVX / CWICX | |
| Total Expense Ratio | 1.51 | 1.52 | 99% |
| Annual Report Gross Expense Ratio | 1.66 | 1.52 | 109% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 10.968 | 12.755 | 86% |
| 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 | 0.66 | 607% |
| Returns for 1 year | 17.21 | 13.22 | 130% |
| Returns for 3 years | 41.15 | 40.81 | 101% |
| Returns for 5 years | 37.58 | 28.73 | 131% |
| Returns for 10 years | 149.76 | 97.62 | 153% |
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