Interact to see
Advertisement
Advertisement
CWIAX vs DIVGX
CWIAX vs DIVGX Comparison
Open Charts CWIAX vs DIVGX
CWIAX vs DIVGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. DIVGX 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 CWIAX is a StrongBuy and DIVGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. DIVGX (40.6M). CWIAX pays higher dividends than DIVGX: CWIAX (1.35) vs DIVGX (0.70). CWIAX was incepted earlier than DIVGX: CWIAX (25 years) vs DIVGX (7 years). DIVGX (1.01) is less costly to investors than CWIAX (0.75). DIVGX is a more actively managed with annual turnover of: 66.00 vs. CWIAX (44.00). CWIAX has a lower initial minimum investment than DIVGX: CWIAX (250) vs DIVGX (2500). CWIAX annual gain was more profitable for investors over the last year : 17.18 vs. DIVGX (-7.24). CWIAX return over 5 years is better than : 39.81 vs. DIVGX (33.46).
| CWIAX | DIVGX | CWIAX / DIVGX | |
| Total Expense Ratio | 0.75 | 0.95 | 79% |
| Annual Report Gross Expense Ratio | 0.75 | 1.01 | 74% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 17.028 | 12.482 | 136% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 40.6M | 384,236% |
| Annual Yield % from dividends | 1.35 | 0.70 | 194% |
| Returns for 1 year | 17.18 | -7.24 | -237% |
| Returns for 3 years | 54.75 | 28.79 | 190% |
| Returns for 5 years | 39.81 | 33.46 | 119% |
| Returns for 10 years | 115.53 | N/A | - |
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 % |
| KSDVX | 20.62 | 0.14 | +0.68% |
| Keeley Gabelli Small Cap Dividend A | |||
| FCGEX | 21.84 | 0.11 | +0.51% |
| NYLI PineStone Global Equity Class A | |||
| PACYX | 11.65 | 0.02 | +0.17% |
| Franklin Dynamic Asset Allocation Cnsv Y | |||
| FTAEX | 16.97 | N/A | N/A |
| Fidelity Advisor Total Intl Equity A | |||
| SVALX | 7.31 | -0.01 | -0.14% |
| Federated Hermes Strategic Value Div R6 | |||