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CWIAX vs IVGTX
CWIAX vs IVGTX Comparison
Open Charts CWIAX vs IVGTX
CWIAX vs IVGTX Comparison Chart in %
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CWIAX vs. IVGTX commentary
Aug 15, 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 IVGTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. IVGTX (67.7M). CWIAX pays higher dividends than IVGTX: CWIAX (1.35) vs IVGTX (0.00). CWIAX was incepted earlier than IVGTX: CWIAX (25 years) vs IVGTX (24 years). IVGTX (1.14) is less costly to investors than CWIAX (0.75). CWIAX is a more actively managed with annual turnover of: 44.00 vs. IVGTX (32.00). IVGTX has a lower initial minimum investment than CWIAX: IVGTX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 16.43 vs. IVGTX (-44.81). CWIAX return over 5 years is better than : 37.81 vs. IVGTX (-58.18).
| CWIAX | IVGTX | CWIAX / IVGTX | |
| Total Expense Ratio | 0.75 | 1.14 | 66% |
| Annual Report Gross Expense Ratio | 0.75 | 1.14 | 66% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 17.537 | -31.081 | -56% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 67.7M | 230,428% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 16.43 | -44.81 | -37% |
| Returns for 3 years | 54.06 | -49.16 | -110% |
| Returns for 5 years | 37.81 | -58.18 | -65% |
| Returns for 10 years | 116.94 | -48.52 | -241% |
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