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CWIFX vs IVGTX
CWIFX vs IVGTX Comparison
Open Charts CWIFX vs IVGTX
CWIFX vs IVGTX Comparison Chart in %
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CWIFX vs. IVGTX commentary
Jun 10, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 160B vs. IVGTX (66.3M). 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 : 17.72 vs. IVGTX (-39.92). CWIFX return over 5 years is better than : 34.36 vs. IVGTX (-47.56).
| 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 | 12.452 | -10.450 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 66.3M | 241,327% |
| Annual Yield % from dividends | 1.46 | 0.38 | 386% |
| Returns for 1 year | 17.72 | -39.92 | -44% |
| Returns for 3 years | 50.34 | -36.83 | -137% |
| Returns for 5 years | 34.36 | -47.56 | -72% |
| Returns for 10 years | 122.90 | -36.13 | -340% |
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