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ADAIX vs CVSCX
ADAIX vs CVSCX Comparison Chart in %
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ADAIX vs. CVSCX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ADAIX is a Hold and CVSCX is a Buy.
FUNDAMENTALS
Fundamentals
CVSCX has more cash in the bank: 16.2B vs. ADAIX (1.89B). ADAIX pays higher dividends than CVSCX: ADAIX (1.17) vs CVSCX (0.97). ADAIX was incepted earlier than CVSCX: ADAIX (16 years) vs CVSCX (25 years). CVSCX (1.97) is less costly to investors than ADAIX (1.87). ADAIX is a more actively managed with annual turnover of: 361.00 vs. CVSCX (35.00). CVSCX has a lower initial minimum investment than ADAIX: CVSCX (2500) vs ADAIX (5000000). ADAIX (6.61) and CVSCX (6.42) have marching annual gain over last year. ADAIX return over 5 years is better than : 41.20 vs. CVSCX (16.53).
| ADAIX | CVSCX | ADAIX / CVSCX | |
| Total Expense Ratio | 1.87 | 1.97 | 95% |
| Annual Report Gross Expense Ratio | 1.87 | 1.97 | 95% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 4.703 | 3.214 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 16.2B | 12% |
| Annual Yield % from dividends | 1.17 | 0.97 | 121% |
| Returns for 1 year | 6.61 | 6.42 | 103% |
| Returns for 3 years | 13.80 | 16.51 | 84% |
| Returns for 5 years | 41.20 | 16.53 | 249% |
| Returns for 10 years | 74.17 | 23.82 | 311% |
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