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AGVGX vs CWICX
AGVGX vs CWICX Comparison
Open Charts AGVGX vs CWICX
AGVGX vs CWICX Comparison Chart in %
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AGVGX vs. CWICX commentary
Aug 14, 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 AGVGX is a Buy and CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 156B vs. AGVGX (21.5B). AGVGX pays higher dividends than CWICX: AGVGX (0.99) vs CWICX (0.66). AGVGX was incepted earlier than CWICX: AGVGX (7 years) vs CWICX (24 years). CWICX (1.52) is less costly to investors than AGVGX (0.56). CWICX is a more actively managed with annual turnover of: 44.00 vs. AGVGX (35.00). AGVGX (250) and CWICX (250) have matching initial minimum investment requirements. AGVGX annual gain was more profitable for investors over the last year : 20.31 vs. CWICX (15.87). AGVGX return over 5 years is better than : 57.82 vs. CWICX (33.03).
| AGVGX | CWICX | AGVGX / CWICX | |
| Total Expense Ratio | 0.56 | 1.52 | 37% |
| Annual Report Gross Expense Ratio | 0.56 | 1.52 | 37% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 13.580 | 17.360 | 78% |
| 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 | 0.99 | 0.66 | 150% |
| Returns for 1 year | 20.31 | 15.87 | 128% |
| Returns for 3 years | 63.08 | 49.23 | 128% |
| Returns for 5 years | 57.82 | 33.03 | 175% |
| Returns for 10 years | N/A | 101.04 | - |
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