Interact to see
Advertisement
Advertisement
CGVYX vs CWGCX
CGVYX vs CWGCX Comparison
Open Charts CGVYX vs CWGCX
CGVYX vs CWGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGVYX vs. CWGCX commentary
Sep 20, 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 CGVYX is a Hold and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 158B vs. CGVYX (21.7B). CGVYX pays higher dividends than CWGCX: CGVYX (0.78) vs CWGCX (0.71). CGVYX was incepted earlier than CWGCX: CGVYX (7 years) vs CWGCX (26 years). CWGCX (1.48) is less costly to investors than CGVYX (0.80). CWGCX is a more actively managed with annual turnover of: 44.00 vs. CGVYX (35.00). CGVYX (250) and CWGCX (250) have matching initial minimum investment requirements. CGVYX annual gain was more profitable for investors over the last year : 12.82 vs. CWGCX (9.46). CGVYX return over 5 years is better than : 51.25 vs. CWGCX (29.55).
| CGVYX | CWGCX | CGVYX / CWGCX | |
| Total Expense Ratio | 0.80 | 1.48 | 54% |
| Annual Report Gross Expense Ratio | 0.80 | 1.48 | 54% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 9.268 | 14.803 | 63% |
| Front Load | 4% | 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 | 0.78 | 0.71 | 110% |
| Returns for 1 year | 12.82 | 9.46 | 135% |
| Returns for 3 years | 58.87 | 47.81 | 123% |
| Returns for 5 years | 51.25 | 29.55 | 173% |
| Returns for 10 years | N/A | 88.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TACLX | 22.47 | -0.02 | -0.09% |
| Touchstone Large Cap A | |||
| PAITX | 23.27 | -0.03 | -0.13% |
| T. Rowe Price International Stock Adv | |||
| PBSIX | 19.50 | -0.03 | -0.15% |
| Polen 5Perspectives Small Growth Instl | |||
| PXSCX | 21.23 | -0.09 | -0.42% |
| Impax Small Cap Investor | |||
| FASOX | 60.88 | -0.46 | -0.75% |
| Fidelity Advisor Value Strategies I | |||