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CWIEX vs DIVGX
CWIEX vs DIVGX Comparison
Open Charts CWIEX vs DIVGX
CWIEX vs DIVGX Comparison Chart in %
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CWIEX vs. DIVGX commentary
Jun 04, 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 CWIEX is a Buy and DIVGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 152B vs. DIVGX (44.5M). CWIEX pays higher dividends than DIVGX: CWIEX (1.13) vs DIVGX (0.73). CWIEX was incepted earlier than DIVGX: CWIEX (24 years) vs DIVGX (7 years). DIVGX (1.01) and CWIEX (1.00) have similar cost to investors . DIVGX is a more actively managed with annual turnover of: 66.00 vs. CWIEX (44.00). CWIEX has a lower initial minimum investment than DIVGX: CWIEX (250) vs DIVGX (2500). CWIEX annual gain was more profitable for investors over the last year : 22.14 vs. DIVGX (-7.97). CWIEX return over 5 years is better than : 36.52 vs. DIVGX (32.22).
| CWIEX | DIVGX | CWIEX / DIVGX | |
| Total Expense Ratio | 1.00 | 0.95 | 105% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 15.535 | 9.150 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 44.5M | 341,573% |
| Annual Yield % from dividends | 1.13 | 0.73 | 156% |
| Returns for 1 year | 22.14 | -7.97 | -278% |
| Returns for 3 years | 53.51 | 26.77 | 200% |
| Returns for 5 years | 36.52 | 32.22 | 113% |
| Returns for 10 years | 117.56 | N/A | - |
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