Interact to see
Advertisement
Advertisement
ADAVX vs FWCGX
ADAVX vs FWCGX Comparison
Open Charts ADAVX vs FWCGX
ADAVX vs FWCGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADAVX vs. FWCGX 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 FWCGX is a Buy.
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 158B vs. ADAVX (98.2M). ADAVX pays higher dividends than FWCGX: ADAVX (3.89) vs FWCGX (1.57). 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 : 12.70 vs. FWCGX (11.87). ADAVX (39.57) and FWCGX (37.66) 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 | 11.349 | 16.259 | 70% |
| 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 | 1.57 | 248% |
| Returns for 1 year | 12.70 | 11.87 | 107% |
| Returns for 3 years | 46.22 | 53.13 | 87% |
| Returns for 5 years | 39.57 | 37.66 | 105% |
| Returns for 10 years | 150.05 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement