CGW vs FMO

vs

Quick Verdict

CGW offers more diversification with 77 holdings.

Side-by-Side Comparison

MetricCGWFMO
Fund FamilyInvesco (US)Fiduciary/Claymore Energy Infrastructure Fund
Expense Ratio0.59%-
AUM$1.0B$275M
Dividend Yield1.45%-
Holdings Count77-
Inception Date2007-05-14-
Investment StyleMid Cap Blend-
1-Month Return+4.39%-
YTD Return+7.98%-
1-Year Return+23.15%-
3-Year Return+12.85%-
5-Year Return+8.95%-
10-Year Return+11.62%-
Buy Score81-
Momentum Score83-
Value Score52-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
19
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, CGW or FMO?

Expense ratio data is not currently available.

Do CGW and FMO hold the same stocks?

CGW and FMO share 0 common holdings with a 0.0% weight overlap. They hold 19 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, CGW or FMO?

Historical return data is not currently available for comparison.