CWIAX
Price
$80.13
Change
-$1.56 (-1.91%)
Updated
Jun 23 closing price
Net Assets
159.53B
NUGIX
Price
$35.27
Change
-$0.28 (-0.79%)
Updated
Jun 23 closing price
Net Assets
16.52M
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CWIAX vs NUGIX

CWIAX vs NUGIX Comparison Chart in %
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CWIAX vs. NUGIX commentary
Jun 24, 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 NUGIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 160B vs. NUGIX (16.5M). NUGIX pays higher dividends than CWIAX: NUGIX (1.56) vs CWIAX (1.33). CWIAX was incepted earlier than NUGIX: CWIAX (24 years) vs NUGIX (14 years). NUGIX (1.66) is less costly to investors than CWIAX (0.75). CWIAX is a more actively managed with annual turnover of: 44.00 vs. NUGIX (14.00). CWIAX has a lower initial minimum investment than NUGIX: CWIAX (250) vs NUGIX (100000). CWIAX annual gain was more profitable for investors over the last year : 18.84 vs. NUGIX (2.24). CWIAX return over 5 years is better than : 34.65 vs. NUGIX (17.42).
CWIAXNUGIXCWIAX / NUGIX
Total Expense Ratio0.750.9083%
Annual Report Gross Expense Ratio0.751.6645%
Fund Existence24 years14 years-
Gain YTD13.4323.565377%
Front Load4%N/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets160B16.5M969,697%
Annual Yield % from dividends1.331.5686%
Returns for 1 year18.842.24841%
Returns for 3 years50.2923.50214%
Returns for 5 years34.6517.42199%
Returns for 10 years127.6061.27208%
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