AGOCX
Price
$14.88
Change
+$0.29 (+1.99%)
Updated
Jun 2 closing price
Net Assets
851.27M
CWGFX
Price
$82.75
Change
+$0.54 (+0.66%)
Updated
Jun 2 closing price
Net Assets
151.89B
Interact to see
Advertisement

AGOCX vs CWGFX

Header iconAGOCX vs CWGFX Comparison
Open Charts AGOCX vs CWGFXBanner chart's image
AGOCX vs CWGFX Comparison Chart in %
View a ticker or compare two or three
VS
AGOCX vs. CWGFX commentary
Jun 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 AGOCX is a Hold and CWGFX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 152B vs. AGOCX (851M). AGOCX (1.34) and CWGFX (1.30) have matching dividends . AGOCX was incepted earlier than CWGFX: AGOCX (28 years) vs CWGFX (25 years). AGOCX (2.12) is less costly to investors than CWGFX (0.79). CWGFX is a more actively managed with annual turnover of: 44.00 vs. AGOCX (5.00). CWGFX has a lower initial minimum investment than AGOCX: CWGFX (250) vs AGOCX (1000). CWGFX annual gain was more profitable for investors over the last year : 22.43 vs. AGOCX (20.80). CWGFX return over 5 years is better than : 35.31 vs. AGOCX (18.66).
AGOCXCWGFXAGOCX / CWGFX
Total Expense Ratio2.120.79268%
Annual Report Gross Expense Ratio2.120.79268%
Fund Existence28 years25 years-
Gain YTD15.80915.636101%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets851M152B1%
Annual Yield % from dividends1.341.30103%
Returns for 1 year20.8022.4393%
Returns for 3 years38.8254.5371%
Returns for 5 years18.6635.3153%
Returns for 10 years17.4499.2918%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CSHCX9.250.15
+1.65%
NYLI Cushing® MLP Premier Class C
SWTSX18.32N/A
N/A
Schwab Total Stock Market Index
FMDGX36.86N/A
N/A
Fidelity Mid Cap Growth Index
SBHEX15.12N/A
N/A
Segall Bryant & Hamill Em Mkts Retl
MUOIX36.21N/A
N/A
Morgan Stanley Instl US Core I