Home › Compare › GWSVX vs NOBL
GWSVX yields 3.74% · NOBL yields 2.17%● Live data
📍 GWSVX pulled ahead of the other in Year 1
Combined, GWSVX + NOBL cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of GWSVX + NOBL for your $10,000?
The investment seeks to provide a high level of capital appreciation. Under normal circumstances, the fund will invest in a concentrated portfolio of twenty-five to thirty-five equity securities. It could potentially invest up to 50% of its net assets in five securities that represent the largest, and thus the highest conviction, positions. The balance of the fund’s net assets not so invested will be held in short term high grade investments or cash and cash equivalents. It is non-diversified.
Full GWSVX 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.