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CACMX vs VWINX
CACMX vs VWINX Comparison
Open Charts CACMX vs VWINX
Invesco Select Risk: Mod Cnsv Inv C
Price$11.16
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets267.15M
Vanguard Wellesley® Income I
Price$26.17
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets49.02B
CACMX vs VWINX Comparison Chart in %
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CACMX vs. VWINX 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. CACMX (267M). VWINX pays higher dividends than CACMX: VWINX (3.44) vs CACMX (1.93). CACMX was incepted earlier than VWINX: CACMX (20 years) vs VWINX (55 years). CACMX (1.69) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. CACMX (49.00). CACMX has a lower initial minimum investment than VWINX: CACMX (1000) vs VWINX (3000). CACMX annual gain was more profitable for investors over the last year : 6.03 vs. VWINX (1.93). CACMX return over 5 years is better than : 7.41 vs. VWINX (5.60).
| CACMX | VWINX | CACMX / VWINX | |
| Total Expense Ratio | 1.69 | 0.23 | 735% |
| Annual Report Gross Expense Ratio | 1.69 | 0.23 | 735% |
| Fund Existence | 20 years | 55 years | - |
| Gain YTD | 8.091 | 7.641 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 267M | 49B | 1% |
| Annual Yield % from dividends | 1.93 | 3.44 | 56% |
| Returns for 1 year | 6.03 | 1.93 | 312% |
| Returns for 3 years | 26.77 | 16.37 | 164% |
| Returns for 5 years | 7.41 | 5.60 | 132% |
| Returns for 10 years | 23.67 | 29.38 | 81% |
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