Interact to see
Advertisement
Advertisement
ADVDX vs CWGCX
ADVDX vs CWGCX Comparison
Open Charts ADVDX vs CWGCX
ADVDX vs CWGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADVDX vs. CWGCX commentary
Aug 31, 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 ADVDX is a StrongBuy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 156B vs. ADVDX (101M). ADVDX pays higher dividends than CWGCX: ADVDX (4.11) vs CWGCX (0.72). ADVDX was incepted earlier than CWGCX: ADVDX (23 years) vs CWGCX (25 years). CWGCX (1.48) and ADVDX (1.41) have similar cost to investors . CWGCX is a more actively managed with annual turnover of: 44.00 vs. ADVDX (36.00). CWGCX has a lower initial minimum investment than ADVDX: CWGCX (250) vs ADVDX (1000000). ADVDX annual gain was more profitable for investors over the last year : 17.83 vs. CWGCX (14.13). ADVDX return over 5 years is better than : 42.21 vs. CWGCX (29.88).
| ADVDX | CWGCX | ADVDX / CWGCX | |
| Total Expense Ratio | 1.26 | 1.48 | 85% |
| Annual Report Gross Expense Ratio | 1.41 | 1.48 | 95% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 14.140 | 16.310 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 156B | 0% |
| Annual Yield % from dividends | 4.11 | 0.72 | 570% |
| Returns for 1 year | 17.83 | 14.13 | 126% |
| Returns for 3 years | 49.16 | 47.65 | 103% |
| Returns for 5 years | 42.21 | 29.88 | 141% |
| Returns for 10 years | 159.75 | 89.68 | 178% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FTZAX | 79.00 | N/A | N/A |
| FullerThaler Behvrll Uncnstd Eq A | |||
| VTCIX | 197.10 | -0.64 | -0.32% |
| Vanguard Tax-Managed Capital App I | |||
| AMAKX | 12.35 | -0.06 | -0.48% |
| American Century Small Cap Dividend R6 | |||
| DRAFX | 2.82 | -0.02 | -0.70% |
| Destinations Real Assets I | |||
| CSCRX | 40.41 | -1.34 | -3.21% |
| Columbia Small Cap Growth Inst2 | |||