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AGVDX vs CWGCX
AGVDX vs CWGCX Comparison
Open Charts AGVDX vs CWGCX
AGVDX vs CWGCX Comparison Chart in %
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AGVDX vs. CWGCX commentary
Aug 23, 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 AGVDX is a Buy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 156B vs. AGVDX (21.5B). CWGCX pays higher dividends than AGVDX: CWGCX (0.72) vs AGVDX (0.21). AGVDX was incepted earlier than CWGCX: AGVDX (7 years) vs CWGCX (25 years). AGVDX (1.56) is less costly to investors than CWGCX (1.48). CWGCX is a more actively managed with annual turnover of: 44.00 vs. AGVDX (35.00). AGVDX (250) and CWGCX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 18.34 vs. CWGCX (16.26). AGVDX return over 5 years is better than : 49.93 vs. CWGCX (32.96).
| AGVDX | CWGCX | AGVDX / CWGCX | |
| Total Expense Ratio | 1.56 | 1.48 | 105% |
| Annual Report Gross Expense Ratio | 1.56 | 1.48 | 105% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 11.159 | 16.496 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 156B | 14% |
| Annual Yield % from dividends | 0.21 | 0.72 | 29% |
| Returns for 1 year | 18.34 | 16.26 | 113% |
| Returns for 3 years | 58.72 | 51.26 | 115% |
| Returns for 5 years | 49.93 | 32.96 | 151% |
| Returns for 10 years | N/A | 88.14 | - |
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