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ADAIX vs CVSCX
ADAIX vs CVSCX Comparison Chart in %
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ADAIX vs. CVSCX commentary
Jul 28, 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: 16.3B vs. ADAIX (1.89B). ADAIX pays higher dividends than CVSCX: ADAIX (1.17) vs CVSCX (0.97). ADAIX was incepted earlier than CVSCX: ADAIX (17 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). CVSCX annual gain was more profitable for investors over the last year : 6.62 vs. ADAIX (5.80). ADAIX return over 5 years is better than : 38.43 vs. CVSCX (15.98).
| ADAIX | CVSCX | ADAIX / CVSCX | |
| Total Expense Ratio | 1.87 | 1.97 | 95% |
| Annual Report Gross Expense Ratio | 1.87 | 1.97 | 95% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 5.116 | 3.477 | 147% |
| 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 | 16.3B | 12% |
| Annual Yield % from dividends | 1.17 | 0.97 | 121% |
| Returns for 1 year | 5.80 | 6.62 | 88% |
| Returns for 3 years | 13.56 | 16.05 | 84% |
| Returns for 5 years | 38.43 | 15.98 | 240% |
| Returns for 10 years | 77.12 | 23.77 | 325% |
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