CWIAX
Price
$81.95
Change
+$0.03 (+0.04%)
Updated
Sep 11 closing price
Net Assets
158.35B
NUGIX
Price
$36.80
Change
+$0.29 (+0.79%)
Updated
Sep 11 closing price
Net Assets
17.08M
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CWIAX vs NUGIX

CWIAX vs NUGIX Comparison Chart in %
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CWIAX vs. NUGIX commentary
Sep 13, 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 NUGIX is a Hold.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. NUGIX (17.1M). NUGIX pays higher dividends than CWIAX: NUGIX (1.41) vs CWIAX (1.33). 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 : 11.49 vs. NUGIX (-0.75). CWIAX return over 5 years is better than : 35.48 vs. NUGIX (19.07).
CWIAXNUGIXCWIAX / NUGIX
Total Expense Ratio0.750.9083%
Annual Report Gross Expense Ratio0.751.6645%
Fund Existence25 years14 years-
Gain YTD16.0086.975229%
Front Load4%N/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets158B17.1M923,977%
Annual Yield % from dividends1.331.4194%
Returns for 1 year11.49-0.75-1,531%
Returns for 3 years51.6626.04198%
Returns for 5 years35.4819.07186%
Returns for 10 years118.4261.27193%
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