Interact to see
Advertisement
Advertisement
AGVEX vs CWGFX
AGVEX vs CWGFX Comparison
Open Charts AGVEX vs CWGFX
AGVEX vs CWGFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVEX vs. CWGFX commentary
Sep 05, 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 CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 156B vs. AGVEX (21.5B). CWGFX pays higher dividends than AGVEX: CWGFX (1.29) vs AGVEX (0.72). 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 : 17.26 vs. CWGFX (15.43). AGVEX return over 5 years is better than : 50.88 vs. CWGFX (31.94).
| 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 | 10.777 | 16.768 | 64% |
| 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 | 1.29 | 56% |
| Returns for 1 year | 17.26 | 15.43 | 112% |
| Returns for 3 years | 59.35 | 51.71 | 115% |
| Returns for 5 years | 50.88 | 31.94 | 159% |
| Returns for 10 years | N/A | 92.37 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement