CWIAX
Price
$82.67
Change
+$0.67 (+0.82%)
Updated
Aug 21 closing price
Net Assets
155.99B
NUGIX
Price
$37.31
Change
+$0.24 (+0.65%)
Updated
Aug 21 closing price
Net Assets
17.21M
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CWIAX vs NUGIX

CWIAX vs NUGIX Comparison Chart in %
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CWIAX vs. NUGIX commentary
Aug 23, 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 StrongBuy and NUGIX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. NUGIX (17.2M). NUGIX pays higher dividends than CWIAX: NUGIX (1.42) vs CWIAX (1.35). CWIAX was incepted earlier than NUGIX: CWIAX (25 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 : 17.18 vs. NUGIX (3.84). CWIAX return over 5 years is better than : 39.81 vs. NUGIX (21.50).
CWIAXNUGIXCWIAX / NUGIX
Total Expense Ratio0.750.9083%
Annual Report Gross Expense Ratio0.751.6645%
Fund Existence25 years14 years-
Gain YTD17.0289.319183%
Front Load4%N/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets156B17.2M906,977%
Annual Yield % from dividends1.351.4295%
Returns for 1 year17.183.84447%
Returns for 3 years54.7530.22181%
Returns for 5 years39.8121.50185%
Returns for 10 years115.5361.04189%
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