AVEWX
Price
$25.46
Change
+$0.22 (+0.87%)
Updated
Aug 21 closing price
Net Assets
161.26M
CWGFX
Price
$82.83
Change
+$0.67 (+0.82%)
Updated
Aug 21 closing price
Net Assets
155.99B
Interact to see
Advertisement

AVEWX vs CWGFX

AVEWX vs CWGFX Comparison Chart in %
View a ticker or compare two or three
VS
AVEWX vs. CWGFX commentary
Aug 23, 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 AVEWX is a Buy and CWGFX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 156B vs. AVEWX (161M). CWGFX pays higher dividends than AVEWX: CWGFX (1.31) vs AVEWX (0.21). AVEWX was incepted earlier than CWGFX: AVEWX (16 years) vs CWGFX (25 years). AVEWX (1.01) is less costly to investors than CWGFX (0.79). CWGFX is a more actively managed with annual turnover of: 44.00 vs. AVEWX (19.00). CWGFX has a lower initial minimum investment than AVEWX: CWGFX (250) vs AVEWX (2500). CWGFX annual gain was more profitable for investors over the last year : 17.16 vs. AVEWX (14.75). AVEWX return over 5 years is better than : 44.15 vs. CWGFX (36.91).
AVEWXCWGFXAVEWX / CWGFX
Total Expense Ratio1.010.79128%
Annual Report Gross Expense Ratio1.010.79128%
Fund Existence16 years25 years-
Gain YTD18.14416.994107%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets161M156B0%
Annual Yield % from dividends0.211.3116%
Returns for 1 year14.7517.1686%
Returns for 3 years43.1254.6379%
Returns for 5 years44.1536.91120%
Returns for 10 years101.1994.42107%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
OINCX27.650.15
+0.55%
JPMorgan Equity Income C
SPMIX29.820.16
+0.54%
Shelton S&P Midcap Index Investor
WPASX48.910.26
+0.53%
AB Concentrated Growth A
MFWJX18.970.08
+0.42%
MFS Global Total Return R4
IAUTX29.100.11
+0.38%
Invesco Dividend Income A