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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
Sep 20, 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 Hold and IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. IVGTX (65.1M). CWIEX pays higher dividends than IVGTX: CWIEX (1.11) vs IVGTX (0.00). CWIEX was incepted earlier than IVGTX: CWIEX (25 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 : 10.04 vs. IVGTX (-34.35). CWIEX return over 5 years is better than : 34.61 vs. IVGTX (-58.79).
| CWIEX | IVGTX | CWIEX / IVGTX | |
| Total Expense Ratio | 1.00 | 1.14 | 88% |
| Annual Report Gross Expense Ratio | 1.00 | 1.14 | 88% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 15.182 | -31.802 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 65.1M | 242,704% |
| Annual Yield % from dividends | 1.11 | 0.00 | - |
| Returns for 1 year | 10.04 | -34.35 | -29% |
| Returns for 3 years | 50.09 | -49.33 | -102% |
| Returns for 5 years | 34.61 | -58.79 | -59% |
| Returns for 10 years | 110.85 | -47.80 | -232% |
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