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AGVFX vs CWICX
AGVFX vs CWICX Comparison
Open Charts AGVFX vs CWICX
AGVFX vs CWICX Comparison Chart in %
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AGVFX vs. CWICX commentary
Sep 13, 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 AGVFX is a Buy and CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. AGVFX (21.7B). AGVFX pays higher dividends than CWICX: AGVFX (0.77) vs CWICX (0.65). AGVFX was incepted earlier than CWICX: AGVFX (7 years) vs CWICX (25 years). CWICX (1.52) is less costly to investors than AGVFX (0.83). CWICX is a more actively managed with annual turnover of: 44.00 vs. AGVFX (35.00). AGVFX (250) and CWICX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : 13.92 vs. CWICX (10.61). AGVFX return over 5 years is better than : 50.76 vs. CWICX (30.33).
| AGVFX | CWICX | AGVFX / CWICX | |
| Total Expense Ratio | 0.83 | 1.52 | 55% |
| Annual Report Gross Expense Ratio | 0.83 | 1.52 | 55% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 9.873 | 15.368 | 64% |
| Front Load | 6% | 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 | 0.77 | 0.65 | 118% |
| Returns for 1 year | 13.92 | 10.61 | 131% |
| Returns for 3 years | 58.87 | 48.18 | 122% |
| Returns for 5 years | 50.76 | 30.33 | 167% |
| Returns for 10 years | N/A | 102.33 | - |
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