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CWIEX vs IVGTX
CWIEX vs IVGTX Comparison
Open Charts CWIEX vs IVGTX
CWIEX vs IVGTX Comparison Chart in %
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CWIEX vs. IVGTX commentary
Jul 02, 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 IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 160B vs. IVGTX (63.7M). CWIEX pays higher dividends than IVGTX: CWIEX (1.13) vs IVGTX (0.38). CWIEX was incepted earlier than IVGTX: CWIEX (24 years) vs IVGTX (24 years). IVGTX (1.14) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 44.00 vs. IVGTX (32.00). IVGTX has a lower initial minimum investment than CWIEX: IVGTX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 16.30 vs. IVGTX (-40.84). CWIEX return over 5 years is better than : 35.18 vs. IVGTX (-49.16).
| CWIEX | IVGTX | CWIEX / IVGTX | |
| Total Expense Ratio | 1.00 | 1.14 | 88% |
| Annual Report Gross Expense Ratio | 1.00 | 1.14 | 88% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 14.938 | -11.351 | -132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 63.7M | 251,177% |
| Annual Yield % from dividends | 1.13 | 0.38 | 300% |
| Returns for 1 year | 16.30 | -40.84 | -40% |
| Returns for 3 years | 48.33 | -39.84 | -121% |
| Returns for 5 years | 35.18 | -49.16 | -72% |
| Returns for 10 years | 117.60 | -38.03 | -309% |
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