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AGVEX vs CWGFX
AGVEX vs CWGFX Comparison
Open Charts AGVEX vs CWGFX
AGVEX vs CWGFX Comparison Chart in %
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AGVEX vs. CWGFX commentary
Jul 06, 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 Hold and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 160B vs. AGVEX (21.5B). CWGFX pays higher dividends than AGVEX: CWGFX (1.30) vs AGVEX (0.71). AGVEX was incepted earlier than CWGFX: AGVEX (7 years) vs CWGFX (25 years). AGVEX (0.82) and CWGFX (0.79) have similar cost to investors . CWGFX is a more actively managed with annual turnover of: 44.00 vs. AGVEX (35.00). AGVEX (250) and CWGFX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 19.41 vs. CWGFX (15.67). AGVEX return over 5 years is better than : 52.73 vs. CWGFX (32.31).
| AGVEX | CWGFX | AGVEX / CWGFX | |
| Total Expense Ratio | 0.82 | 0.79 | 104% |
| Annual Report Gross Expense Ratio | 0.82 | 0.79 | 104% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 10.177 | 14.183 | 72% |
| 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 | 0.71 | 1.30 | 55% |
| Returns for 1 year | 19.41 | 15.67 | 124% |
| Returns for 3 years | 56.70 | 48.14 | 118% |
| Returns for 5 years | 52.73 | 32.31 | 163% |
| Returns for 10 years | N/A | 99.41 | - |
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