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CACMX vs VWIAX
CACMX vs VWIAX Comparison
Open Charts CACMX vs VWIAX
Invesco Select Risk: Mod Cnsv Inv C
Price$11.16
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets267.15M
Vanguard Wellesley® Income Admiral™
Price$63.39
Change+$0.19 (+0.30%)
VolumeN/A
Net Assets49.02B
CACMX vs VWIAX Comparison Chart in %
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CACMX 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 CACMX is a Hold and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. CACMX (267M). VWIAX pays higher dividends than CACMX: VWIAX (3.50) vs CACMX (1.93). CACMX was incepted earlier than VWIAX: CACMX (20 years) vs VWIAX (24 years). CACMX (1.69) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. CACMX (49.00). CACMX has a lower initial minimum investment than VWIAX: CACMX (1000) vs VWIAX (50000). CACMX annual gain was more profitable for investors over the last year : 6.03 vs. VWIAX (1.96). CACMX return over 5 years is better than : 7.41 vs. VWIAX (5.81).
| CACMX | VWIAX | CACMX / VWIAX | |
| Total Expense Ratio | 1.69 | 0.16 | 1,056% |
| Annual Report Gross Expense Ratio | 1.69 | 0.16 | 1,056% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 8.091 | 7.698 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 267M | 49B | 1% |
| Annual Yield % from dividends | 1.93 | 3.50 | 55% |
| Returns for 1 year | 6.03 | 1.96 | 308% |
| Returns for 3 years | 26.77 | 16.54 | 162% |
| Returns for 5 years | 7.41 | 5.81 | 127% |
| Returns for 10 years | 23.67 | 29.94 | 79% |
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