ADVDX
Price
$5.08
Change
-$0.04 (-0.78%)
Updated
Sep 18 closing price
Net Assets
97.6M
CWGCX
Price
$80.60
Change
+$0.10 (+0.12%)
Updated
Sep 18 closing price
Net Assets
158.35B
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ADVDX vs CWGCX

ADVDX vs CWGCX Comparison Chart in %
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ADVDX vs. CWGCX commentary
Sep 20, 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 Hold and CWGCX is a Hold.

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FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 158B vs. ADVDX (97.6M). ADVDX pays higher dividends than CWGCX: ADVDX (4.08) vs CWGCX (0.71). ADVDX was incepted earlier than CWGCX: ADVDX (23 years) vs CWGCX (26 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 : 11.57 vs. CWGCX (9.46). ADVDX return over 5 years is better than : 42.27 vs. CWGCX (29.55).
ADVDXCWGCXADVDX / CWGCX
Total Expense Ratio1.261.4885%
Annual Report Gross Expense Ratio1.411.4895%
Fund Existence23 years26 years-
Gain YTD10.86714.80373%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets97.6M158B0%
Annual Yield % from dividends4.080.71576%
Returns for 1 year11.579.46122%
Returns for 3 years46.3147.8197%
Returns for 5 years42.2729.55143%
Returns for 10 years154.4488.86174%
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