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CWGFX vs IVGTX
CWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTX
CWGFX vs IVGTX Comparison Chart in %
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CWGFX vs. IVGTX commentary
Jul 02, 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 CWGFX is a Buy and IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 160B vs. IVGTX (63.7M). CWGFX pays higher dividends than IVGTX: CWGFX (1.30) vs IVGTX (0.38). CWGFX was incepted earlier than IVGTX: CWGFX (25 years) vs IVGTX (24 years). IVGTX (1.14) is less costly to investors than CWGFX (0.79). CWGFX is a more actively managed with annual turnover of: 44.00 vs. IVGTX (32.00). IVGTX has a lower initial minimum investment than CWGFX: IVGTX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 16.57 vs. IVGTX (-40.84). CWGFX return over 5 years is better than : 33.98 vs. IVGTX (-49.16).
| CWGFX | IVGTX | CWGFX / IVGTX | |
| Total Expense Ratio | 0.79 | 1.14 | 69% |
| Annual Report Gross Expense Ratio | 0.79 | 1.14 | 69% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 15.059 | -11.351 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 63.7M | 251,177% |
| Annual Yield % from dividends | 1.30 | 0.38 | 343% |
| Returns for 1 year | 16.57 | -40.84 | -41% |
| Returns for 3 years | 49.31 | -39.84 | -124% |
| Returns for 5 years | 33.98 | -49.16 | -69% |
| Returns for 10 years | 100.94 | -38.03 | -265% |
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