CWICX
Price
$80.15
Change
-$0.31 (-0.39%)
Updated
Jul 8 closing price
Net Assets
159.53B
USCGX
Price
$15.19
Change
-$0.03 (-0.20%)
Updated
Jul 8 closing price
Net Assets
1.11B
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CWICX vs USCGX

CWICX vs USCGX Comparison Chart in %
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CWICX vs. USCGX commentary
Jul 09, 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 CWICX is a Buy and USCGX is a Buy.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 160B vs. USCGX (1.11B). USCGX pays higher dividends than CWICX: USCGX (0.88) vs CWICX (0.66). CWICX was incepted earlier than USCGX: CWICX (24 years) vs USCGX (26 years). CWICX (1.52) is less costly to investors than USCGX (1.09). USCGX is a more actively managed with annual turnover of: 57.00 vs. CWICX (44.00). CWICX has a lower initial minimum investment than USCGX: CWICX (250) vs USCGX (3000). CWICX annual gain was more profitable for investors over the last year : 14.26 vs. USCGX (11.82). CWICX return over 5 years is better than : 29.54 vs. USCGX (19.32).
CWICXUSCGXCWICX / USCGX
Total Expense Ratio1.521.09139%
Annual Report Gross Expense Ratio1.521.09139%
Fund Existence24 years26 years-
Gain YTD13.23510.370128%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets160B1.11B14,401%
Annual Yield % from dividends0.660.8874%
Returns for 1 year14.2611.82121%
Returns for 3 years46.7141.79112%
Returns for 5 years29.5419.32153%
Returns for 10 years103.5774.02140%
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