Interact to see
Advertisement
Advertisement
CAAMX vs VWIAX
CAAMX vs VWIAX Comparison
Open Charts CAAMX vs VWIAX
Invesco Select Risk: Mod Cnsv Inv A
Price$11.30
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets267.15M
Vanguard Wellesley® Income Admiral™
Price$63.39
Change+$0.19 (+0.30%)
VolumeN/A
Net Assets49.02B
CAAMX vs VWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAMX vs. VWIAX commentary
Sep 29, 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 CAAMX is a Hold and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. CAAMX (267M). VWIAX pays higher dividends than CAAMX: VWIAX (3.50) vs CAAMX (2.65). CAAMX was incepted earlier than VWIAX: CAAMX (20 years) vs VWIAX (24 years). CAAMX (0.94) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. CAAMX (49.00). CAAMX has a lower initial minimum investment than VWIAX: CAAMX (1000) vs VWIAX (50000). CAAMX annual gain was more profitable for investors over the last year : 6.88 vs. VWIAX (1.96). CAAMX return over 5 years is better than : 11.71 vs. VWIAX (5.81).
| CAAMX | VWIAX | CAAMX / VWIAX | |
| Total Expense Ratio | 0.94 | 0.16 | 587% |
| Annual Report Gross Expense Ratio | 0.94 | 0.16 | 587% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 8.719 | 7.698 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 267M | 49B | 1% |
| Annual Yield % from dividends | 2.65 | 3.50 | 76% |
| Returns for 1 year | 6.88 | 1.96 | 351% |
| Returns for 3 years | 29.74 | 16.54 | 180% |
| Returns for 5 years | 11.71 | 5.81 | 202% |
| Returns for 10 years | 33.18 | 29.94 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers