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ADANX vs CVSIX
ADANX vs CVSIX Comparison Chart in %
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ADANX vs. CVSIX 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 ADANX is a Hold and CVSIX is a Buy.
FUNDAMENTALS
Fundamentals
CVSIX has more cash in the bank: 16.3B vs. ADANX (1.89B). CVSIX pays higher dividends than ADANX: CVSIX (1.64) vs ADANX (0.92). ADANX was incepted earlier than CVSIX: ADANX (17 years) vs CVSIX (35 years). ADANX (2.12) is less costly to investors than CVSIX (1.22). ADANX is a more actively managed with annual turnover of: 361.00 vs. CVSIX (35.00). ADANX (2500) and CVSIX (2500) have matching initial minimum investment requirements. CVSIX annual gain was more profitable for investors over the last year : 7.45 vs. ADANX (5.44). ADANX return over 5 years is better than : 36.54 vs. CVSIX (20.00).
| ADANX | CVSIX | ADANX / CVSIX | |
| Total Expense Ratio | 2.12 | 1.22 | 174% |
| Annual Report Gross Expense Ratio | 2.12 | 1.22 | 174% |
| Fund Existence | 17 years | 35 years | - |
| Gain YTD | 4.955 | 3.999 | 124% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 16.3B | 12% |
| Annual Yield % from dividends | 0.92 | 1.64 | 56% |
| Returns for 1 year | 5.44 | 7.45 | 73% |
| Returns for 3 years | 12.59 | 18.35 | 69% |
| Returns for 5 years | 36.54 | 20.00 | 183% |
| Returns for 10 years | 72.85 | 32.76 | 222% |
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