Interact to see
Advertisement
Advertisement
CWIFX vs IVGTX
CWIFX vs IVGTX Comparison
Open Charts CWIFX vs IVGTX
CWIFX vs IVGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX 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 CWIFX is a Buy and IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 160B vs. IVGTX (63.7M). CWIFX pays higher dividends than IVGTX: CWIFX (1.46) vs IVGTX (0.38). CWIFX was incepted earlier than IVGTX: CWIFX (24 years) vs IVGTX (24 years). IVGTX (1.14) is less costly to investors than CWIFX (0.85). CWIFX is a more actively managed with annual turnover of: 44.00 vs. IVGTX (32.00). IVGTX has a lower initial minimum investment than CWIFX: IVGTX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 14.60 vs. IVGTX (-40.84). CWIFX return over 5 years is better than : 35.30 vs. IVGTX (-49.16).
| CWIFX | IVGTX | CWIFX / IVGTX | |
| Total Expense Ratio | 0.85 | 1.14 | 75% |
| Annual Report Gross Expense Ratio | 0.85 | 1.14 | 75% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 13.031 | -11.351 | -115% |
| 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 | 1.46 | 0.38 | 386% |
| Returns for 1 year | 14.60 | -40.84 | -36% |
| Returns for 3 years | 47.32 | -39.84 | -119% |
| Returns for 5 years | 35.30 | -49.16 | -72% |
| Returns for 10 years | 122.69 | -38.03 | -323% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement