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
Sep 13, 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 Buy and DIVGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. DIVGX (40.1M). CWIAX pays higher dividends than DIVGX: CWIAX (1.33) vs DIVGX (0.69). 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 : 11.49 vs. DIVGX (-10.81). CWIAX return over 5 years is better than : 35.48 vs. DIVGX (30.89).
| 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 | 16.008 | 10.981 | 146% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 40.1M | 394,015% |
| Annual Yield % from dividends | 1.33 | 0.69 | 191% |
| Returns for 1 year | 11.49 | -10.81 | -106% |
| Returns for 3 years | 51.66 | 25.55 | 202% |
| Returns for 5 years | 35.48 | 30.89 | 115% |
| Returns for 10 years | 118.42 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement