Interact to see
Advertisement
Advertisement
AGVDX vs CWICX
AGVDX vs CWICX Comparison
Open Charts AGVDX vs CWICX
AGVDX vs CWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVDX vs. CWICX 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 CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 156B vs. AGVDX (21.5B). CWICX pays higher dividends than AGVDX: CWICX (0.66) 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 : 18.34 vs. CWICX (16.27). AGVDX return over 5 years is better than : 49.93 vs. CWICX (34.51).
| 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 | 11.159 | 16.442 | 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 | 0.66 | 32% |
| Returns for 1 year | 18.34 | 16.27 | 113% |
| Returns for 3 years | 58.72 | 51.19 | 115% |
| Returns for 5 years | 49.93 | 34.51 | 145% |
| Returns for 10 years | N/A | 99.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement