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CWIAX vs NUGIX
CWIAX vs NUGIX Comparison
Open Charts CWIAX vs NUGIX
CWIAX vs NUGIX Comparison Chart in %
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CWIAX vs. NUGIX commentary
Jul 14, 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.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. NUGIX (16.8M). NUGIX pays higher dividends than CWIAX: NUGIX (1.46) vs CWIAX (1.34). 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 : 14.13 vs. NUGIX (0.97). CWIAX return over 5 years is better than : 33.82 vs. NUGIX (17.96).
| CWIAX | NUGIX | CWIAX / NUGIX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 1.66 | 45% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 13.234 | 5.628 | 235% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 16.8M | 940,476% |
| Annual Yield % from dividends | 1.34 | 1.46 | 92% |
| Returns for 1 year | 14.13 | 0.97 | 1,458% |
| Returns for 3 years | 44.11 | 21.45 | 206% |
| Returns for 5 years | 33.82 | 17.96 | 188% |
| Returns for 10 years | 113.34 | 56.78 | 200% |
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