Interact to see
Advertisement
Advertisement
CWIAX vs VHGEX
CWIAX vs VHGEX Comparison
Open Charts CWIAX vs VHGEX
CWIAX vs VHGEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. VHGEX commentary
Aug 22, 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 VHGEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. VHGEX (7.54B). CWIAX pays higher dividends than VHGEX: CWIAX (1.35) vs VHGEX (0.95). CWIAX was incepted earlier than VHGEX: CWIAX (25 years) vs VHGEX (31 years). CWIAX (0.75) is less costly to investors than VHGEX (0.38). CWIAX is a more actively managed with annual turnover of: 44.00 vs. VHGEX (36.00). CWIAX has a lower initial minimum investment than VHGEX: CWIAX (250) vs VHGEX (3000). CWIAX annual gain was more profitable for investors over the last year : 15.98 vs. VHGEX (3.55). CWIAX return over 5 years is better than : 38.67 vs. VHGEX (0.65).
| CWIAX | VHGEX | CWIAX / VHGEX | |
| Total Expense Ratio | 0.75 | 0.38 | 197% |
| Annual Report Gross Expense Ratio | 0.75 | 0.38 | 197% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 16.079 | 9.528 | 169% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 7.54B | 2,068% |
| Annual Yield % from dividends | 1.35 | 0.95 | 143% |
| Returns for 1 year | 15.98 | 3.55 | 450% |
| Returns for 3 years | 53.39 | 40.66 | 131% |
| Returns for 5 years | 38.67 | 0.65 | 5,929% |
| Returns for 10 years | 114.53 | 71.77 | 160% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FSENX | 92.48 | 0.34 | +0.37% |
| Fidelity Select Energy Portfolio | |||
| TEURX | 35.39 | 0.03 | +0.08% |
| Franklin Mutual International Value C | |||
| WHGHX | 10.39 | -0.04 | -0.38% |
| Westwood Multi-Asset Income Instl | |||
| OIEJX | 29.03 | -0.27 | -0.92% |
| JPMorgan Equity Income R6 | |||
| WPASX | 48.65 | -0.60 | -1.22% |
| AB Concentrated Growth A | |||