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ADAVX vs FWCGX
ADAVX vs FWCGX Comparison
Open Charts ADAVX vs FWCGX
ADAVX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 158B vs. ADAVX (99.2M). ADAVX pays higher dividends than FWCGX: ADAVX (3.98) vs FWCGX (1.58). ADAVX was incepted earlier than FWCGX: ADAVX (15 years) vs FWCGX (6 years). ADAVX (1.66) is less costly to investors than FWCGX (0.46). FWCGX is a more actively managed with annual turnover of: 44.00 vs. ADAVX (36.00). FWCGX has a lower initial minimum investment than ADAVX: FWCGX (250) vs ADAVX (1000). ADAVX annual gain was more profitable for investors over the last year : 17.21 vs. FWCGX (14.50). ADAVX (37.58) and FWCGX (35.97) have equivalent 5 years return.
| ADAVX | FWCGX | ADAVX / FWCGX | |
| Total Expense Ratio | 1.51 | 0.46 | 328% |
| Annual Report Gross Expense Ratio | 1.66 | 0.46 | 361% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 10.968 | 13.422 | 82% |
| 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 | 1.58 | 251% |
| Returns for 1 year | 17.21 | 14.50 | 119% |
| Returns for 3 years | 41.15 | 45.52 | 90% |
| Returns for 5 years | 37.58 | 35.97 | 104% |
| Returns for 10 years | 149.76 | N/A | - |
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