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CWVGX vs FUEPX
CWVGX vs FUEPX Comparison
Open Charts CWVGX vs FUEPX
CWVGX vs FUEPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 143B vs. CWVGX (874M). FUEPX pays higher dividends than CWVGX: FUEPX (2.63) vs CWVGX (0.98). CWVGX was incepted earlier than FUEPX: CWVGX (34 years) vs FUEPX (6 years). CWVGX (1.21) is less costly to investors than FUEPX (0.59). FUEPX is a more actively managed with annual turnover of: 50.00 vs. CWVGX (29.00). FUEPX has a lower initial minimum investment than CWVGX: FUEPX (250) vs CWVGX (1000). FUEPX annual gain was more profitable for investors over the last year : 11.15 vs. CWVGX (9.58). CWVGX return over 5 years is better than : 11.06 vs. FUEPX (-0.79).
| CWVGX | FUEPX | CWVGX / FUEPX | |
| Total Expense Ratio | 1.14 | 0.59 | 193% |
| Annual Report Gross Expense Ratio | 1.21 | 0.59 | 205% |
| Fund Existence | 34 years | 6 years | - |
| Gain YTD | 8.127 | 5.886 | 138% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 143B | 1% |
| Annual Yield % from dividends | 0.98 | 2.63 | 37% |
| Returns for 1 year | 9.58 | 11.15 | 86% |
| Returns for 3 years | 24.45 | 22.25 | 110% |
| Returns for 5 years | 11.06 | -0.79 | -1,399% |
| Returns for 10 years | 102.19 | N/A | - |
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