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AGVEX vs CWGCX
AGVEX vs CWGCX Comparison
Open Charts AGVEX vs CWGCX
AGVEX vs CWGCX Comparison Chart in %
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AGVEX vs. CWGCX commentary
Aug 16, 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 AGVEX is a Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 156B vs. AGVEX (21.5B). AGVEX (0.72) and CWGCX (0.72) have matching dividends . AGVEX was incepted earlier than CWGCX: AGVEX (7 years) vs CWGCX (25 years). CWGCX (1.48) is less costly to investors than AGVEX (0.82). CWGCX is a more actively managed with annual turnover of: 44.00 vs. AGVEX (35.00). AGVEX (250) and CWGCX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 19.81 vs. CWGCX (15.51). AGVEX return over 5 years is better than : 55.39 vs. CWGCX (31.04).
| AGVEX | CWGCX | AGVEX / CWGCX | |
| Total Expense Ratio | 0.82 | 1.48 | 55% |
| Annual Report Gross Expense Ratio | 0.82 | 1.48 | 55% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 13.145 | 17.022 | 77% |
| 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 | 0.72 | 0.72 | 100% |
| Returns for 1 year | 19.81 | 15.51 | 128% |
| Returns for 3 years | 63.15 | 50.62 | 125% |
| Returns for 5 years | 55.39 | 31.04 | 178% |
| Returns for 10 years | N/A | 89.37 | - |
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