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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
Jul 25, 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: 158B vs. IVGTX (63.4M). CWIAX pays higher dividends than IVGTX: CWIAX (1.34) vs IVGTX (0.38). CWIAX was incepted earlier than IVGTX: CWIAX (24 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 : 11.78 vs. IVGTX (-49.46). CWIAX return over 5 years is better than : 32.95 vs. IVGTX (-61.25).
| CWIAX | IVGTX | CWIAX / IVGTX | |
| Total Expense Ratio | 0.75 | 1.14 | 66% |
| Annual Report Gross Expense Ratio | 0.75 | 1.14 | 66% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 12.413 | -36.216 | -34% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 63.4M | 249,211% |
| Annual Yield % from dividends | 1.34 | 0.38 | 348% |
| Returns for 1 year | 11.78 | -49.46 | -24% |
| Returns for 3 years | 42.17 | -54.25 | -78% |
| Returns for 5 years | 32.95 | -61.25 | -54% |
| Returns for 10 years | 111.70 | -52.02 | -215% |
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