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CMARX vs VWIAX
CMARX vs VWIAX Comparison
Open Charts CMARX vs VWIAX
Invesco Select Risk: Mod Cnsv Inv R
Price$11.25
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
CMARX vs VWIAX Comparison Chart in %
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CMARX 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 CMARX is a Hold and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. CMARX (267M). VWIAX pays higher dividends than CMARX: VWIAX (3.50) vs CMARX (2.41). CMARX was incepted earlier than VWIAX: CMARX (20 years) vs VWIAX (24 years). CMARX (1.19) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. CMARX (49.00). CMARX has a lower initial minimum investment than VWIAX: CMARX (1000) vs VWIAX (50000). CMARX annual gain was more profitable for investors over the last year : 6.63 vs. VWIAX (1.96). CMARX return over 5 years is better than : 10.32 vs. VWIAX (5.81).
| CMARX | VWIAX | CMARX / VWIAX | |
| Total Expense Ratio | 1.19 | 0.16 | 744% |
| Annual Report Gross Expense Ratio | 1.19 | 0.16 | 744% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 8.544 | 7.698 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 49B | 1% |
| Annual Yield % from dividends | 2.41 | 3.50 | 69% |
| Returns for 1 year | 6.63 | 1.96 | 338% |
| Returns for 3 years | 28.75 | 16.54 | 174% |
| Returns for 5 years | 10.32 | 5.81 | 178% |
| Returns for 10 years | 29.94 | 29.94 | 100% |
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