Home › Compare › GWGVX vs NOBL
GWGVX yields 2.81% · NOBL yields 2.14%● Live data
📍 GWGVX pulled ahead of the other in Year 1
Combined, GWGVX + NOBL cover 0 of 12 months — good coverage
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What's the optimal mix of GWGVX + NOBL for your $10,000?
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small- and mid-capitalization companies. It primarily invests in common stock and preferred stock of U.S. small- and mid-capitalization companies. The fund invests in an unrestricted opportunity set, pursuing what the manager believes to be quality companies with either growth- or value-oriented characteristics.
Full GWGVX Calculator →The fund will invest at least 80% of its total assets in component securities of the index. The index contains a minimum of 40 stocks, which are equally weighted, and no single sector is allowed to comprise more than 30% of the index weight. It seeks to remain fully invested at all times in securities and/or financial instruments that, in combination, provide exposure to the returns of the index without regard to market conditions, trends or direction.
Full NOBL Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.