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AGVDX vs CWGFX
AGVDX vs CWGFX Comparison
Open Charts AGVDX vs CWGFX
AGVDX vs CWGFX Comparison Chart in %
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AGVDX vs. CWGFX commentary
Jun 24, 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 Hold and CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 160B vs. AGVDX (21.5B). CWGFX pays higher dividends than AGVDX: CWGFX (1.30) vs AGVDX (0.21). AGVDX was incepted earlier than CWGFX: AGVDX (7 years) vs CWGFX (25 years). AGVDX (1.56) is less costly to investors than CWGFX (0.79). CWGFX is a more actively managed with annual turnover of: 44.00 vs. AGVDX (35.00). AGVDX (250) and CWGFX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 19.97 vs. CWGFX (18.82). AGVDX return over 5 years is better than : 45.21 vs. CWGFX (31.85).
| AGVDX | CWGFX | AGVDX / CWGFX | |
| Total Expense Ratio | 1.56 | 0.79 | 197% |
| Annual Report Gross Expense Ratio | 1.56 | 0.79 | 197% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 7.914 | 13.406 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 160B | 13% |
| Annual Yield % from dividends | 0.21 | 1.30 | 16% |
| Returns for 1 year | 19.97 | 18.82 | 106% |
| Returns for 3 years | 53.31 | 50.18 | 106% |
| Returns for 5 years | 45.21 | 31.85 | 142% |
| Returns for 10 years | N/A | 105.40 | - |
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