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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
Jun 21, 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 Hold and CWICX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 160B vs. AGVFX (21.5B). AGVFX pays higher dividends than CWICX: AGVFX (0.78) vs CWICX (0.69). AGVFX was incepted earlier than CWICX: AGVFX (7 years) vs CWICX (24 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 : 23.67 vs. CWICX (20.46). AGVFX return over 5 years is better than : 56.27 vs. CWICX (34.41).
| 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 | 24 years | - |
| Gain YTD | 10.510 | 15.284 | 69% |
| Front Load | 6% | 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 | 0.78 | 0.69 | 113% |
| Returns for 1 year | 23.67 | 20.46 | 116% |
| Returns for 3 years | 54.33 | 43.75 | 124% |
| Returns for 5 years | 56.27 | 34.41 | 164% |
| Returns for 10 years | N/A | 107.16 | - |
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