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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
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 CWIAX is a Hold and IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. IVGTX (65.1M). CWIAX pays higher dividends than IVGTX: CWIAX (1.33) 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 : 10.33 vs. IVGTX (-34.35). CWIAX return over 5 years is better than : 36.24 vs. IVGTX (-58.79).
| 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 | 15.391 | -31.802 | -48% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 65.1M | 242,704% |
| Annual Yield % from dividends | 1.33 | 0.00 | - |
| Returns for 1 year | 10.33 | -34.35 | -30% |
| Returns for 3 years | 51.20 | -49.33 | -104% |
| Returns for 5 years | 36.24 | -58.79 | -62% |
| Returns for 10 years | 115.80 | -47.80 | -242% |
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