ADAVX
Price
$5.16
Change
+$0.01 (+0.19%)
Updated
Jul 31 closing price
Net Assets
99.81M
CWICX
Price
$80.33
Change
+$0.71 (+0.89%)
Updated
Jul 31 closing price
Net Assets
157.74B
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ADAVX vs CWICX

ADAVX vs CWICX Comparison Chart in %
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ADAVX vs. CWICX commentary
Aug 03, 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 CWICX is a Buy.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. ADAVX (99.8M). ADAVX pays higher dividends than CWICX: ADAVX (3.92) 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 : 19.41 vs. CWICX (14.67). ADAVX return over 5 years is better than : 39.22 vs. CWICX (30.63).
ADAVXCWICXADAVX / CWICX
Total Expense Ratio1.511.5299%
Annual Report Gross Expense Ratio1.661.52109%
Fund Existence15 years24 years-
Gain YTD12.03113.48989%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets99.8M158B0%
Annual Yield % from dividends3.920.66592%
Returns for 1 year19.4114.67132%
Returns for 3 years41.5240.76102%
Returns for 5 years39.2230.63128%
Returns for 10 years151.5198.86153%
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