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CWICX vs USCGX
CWICX vs USCGX Comparison
Open Charts CWICX vs USCGX
CWICX vs USCGX Comparison Chart in %
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CWICX vs. USCGX commentary
Jul 31, 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.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. USCGX (1.1B). 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 : 12.93 vs. USCGX (10.00). CWICX return over 5 years is better than : 29.48 vs. USCGX (17.55).
| CWICX | USCGX | CWICX / USCGX | |
| Total Expense Ratio | 1.52 | 1.09 | 139% |
| Annual Report Gross Expense Ratio | 1.52 | 1.09 | 139% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 12.486 | 9.210 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 1.1B | 14,429% |
| Annual Yield % from dividends | 0.66 | 0.88 | 74% |
| Returns for 1 year | 12.93 | 10.00 | 129% |
| Returns for 3 years | 38.95 | 33.84 | 115% |
| Returns for 5 years | 29.48 | 17.55 | 168% |
| Returns for 10 years | 95.79 | 65.62 | 146% |
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