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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 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. IVGTX (63.4M). CWIEX pays higher dividends than IVGTX: CWIEX (1.12) 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 : 11.50 vs. IVGTX (-49.46). CWIEX return over 5 years is better than : 31.34 vs. IVGTX (-61.25).
| 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 | 12.248 | -36.216 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 63.4M | 249,211% |
| Annual Yield % from dividends | 1.12 | 0.38 | 292% |
| Returns for 1 year | 11.50 | -49.46 | -23% |
| Returns for 3 years | 41.10 | -54.25 | -76% |
| Returns for 5 years | 31.34 | -61.25 | -51% |
| Returns for 10 years | 106.85 | -52.02 | -205% |
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