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AGVDX vs CWICX
AGVDX vs CWICX Comparison
Open Charts AGVDX vs CWICX
AGVDX vs CWICX Comparison Chart in %
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AGVDX vs. CWICX commentary
Sep 12, 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. AGVDX (21.7B). CWICX pays higher dividends than AGVDX: CWICX (0.65) vs AGVDX (0.21). AGVDX was incepted earlier than CWICX: AGVDX (7 years) vs CWICX (25 years). AGVDX (1.56) and CWICX (1.52) have similar cost to investors . CWICX is a more actively managed with annual turnover of: 44.00 vs. AGVDX (35.00). AGVDX (250) and CWICX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 13.18 vs. CWICX (10.61). AGVDX return over 5 years is better than : 45.52 vs. CWICX (30.33).
| AGVDX | CWICX | AGVDX / CWICX | |
| Total Expense Ratio | 1.56 | 1.52 | 103% |
| Annual Report Gross Expense Ratio | 1.56 | 1.52 | 103% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 9.376 | 15.368 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 158B | 14% |
| Annual Yield % from dividends | 0.21 | 0.65 | 32% |
| Returns for 1 year | 13.18 | 10.61 | 124% |
| Returns for 3 years | 55.54 | 48.18 | 115% |
| Returns for 5 years | 45.52 | 30.33 | 150% |
| Returns for 10 years | N/A | 102.33 | - |
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