CGRWX vs VWNEX

Both CGRWX and VWNEX are mutual funds. CGRWX has a lower 5-year return than VWNEX (12.7% vs 14.68%). CGRWX has a higher expense ratio than VWNEX (0.93% vs 0.19%). Below is the comparison between CGRWX and VWNEX.

CGRWX VWNEX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Invesco Vanguard
Net Assets $520.30M $17.63B
Expense Ratio 0.93% 0.19%
Management Style active active
Dividend Yield 1.98% 1.74%
Minimum Investment $3,000.00 $50,000.00
YTD Return 30.34% 25.98%
1-Year Return 7.33% 6.98%
3-Year Return 14.51% 17.08%
5-Year Return 12.70% 14.68%
10-Year Return 11.71% 14.14%

CGRWX description

The Fund seeks long-term growth of capital and current income by investing in common stocks with low price-earnings ratios and better-than-anticipated earnings. Realization of current income is a secondary consideration. The Fund invests mainly in common stocks of companies that are undervalued.

CGRWX performance & returns

YTD Return 30.34%
1-Month Return 7.78%
3-Month Return 7.33%
1-Year Return 7.33%
3-Year Return 14.51%
5-Year Return 12.70%
10-Year Return 11.71%
CGRWX expense ratio is 0.93%.

CGRWX holdings

Top 10 Holdings (46.22% of Total Assets)

Name Symbol % Assets
Citigroup Inc C 6.18%
Philip Morris International Inc PM 5.69%
FedEx Corp FDX 5.25%
AT&T Inc T 4.76%
Caterpillar Inc CAT 4.25%
Qualcomm Inc QCOM 4.16%
General Motors Co GM 4.13%
Anthem Inc ANTM 4.08%
NXP Semiconductors NV NXPI 3.95%
Goldman Sachs Group Inc GS 3.77%

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VWNEX description

The Fund seeks long-term growth of capital and income. The Fund invests mainly in large- and mid-capitalization companies whose stocks are considered to be undervalued. Undervalued stocks generally trade at prices that are below average in relation to such measures as earnings and book value.

VWNEX performance & returns

YTD Return 25.98%
1-Month Return 6.75%
3-Month Return 6.98%
1-Year Return 6.98%
3-Year Return 17.08%
5-Year Return 14.68%
10-Year Return 14.14%
VWNEX expense ratio is 0.19%.

VWNEX holdings

Top 10 Holdings (19.04% of Total Assets)

Name Symbol % Assets
Comcast Corp Class A CMCSA 2.47%
Bank of America Corp BAC 2.24%
T-Mobile US Inc TMUS 2.22%
CVS Health Corp CVS 1.92%
Westinghouse Air Brake Technologies Corp WAB 1.78%
UnitedHealth Group Inc UNH 1.77%
MetLife Inc MET 1.70%
Philip Morris International Inc PM 1.69%
Intel Corp INTC 1.66%
Exelon Corp EXC 1.59%

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