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CMARX vs VWINX
CMARX vs VWINX Comparison
Open Charts CMARX vs VWINX
Invesco Select Risk: Mod Cnsv Inv R
Price$11.25
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets267.15M
Vanguard Wellesley® Income I
Price$26.17
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets49.02B
CMARX vs VWINX Comparison Chart in %
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CMARX 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 CMARX is a Hold and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. CMARX (267M). VWINX pays higher dividends than CMARX: VWINX (3.44) vs CMARX (2.41). CMARX was incepted earlier than VWINX: CMARX (20 years) vs VWINX (55 years). CMARX (1.19) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. CMARX (49.00). CMARX has a lower initial minimum investment than VWINX: CMARX (1000) vs VWINX (3000). CMARX annual gain was more profitable for investors over the last year : 6.63 vs. VWINX (1.93). CMARX return over 5 years is better than : 10.32 vs. VWINX (5.60).
| CMARX | VWINX | CMARX / VWINX | |
| Total Expense Ratio | 1.19 | 0.23 | 517% |
| Annual Report Gross Expense Ratio | 1.19 | 0.23 | 517% |
| Fund Existence | 20 years | 55 years | - |
| Gain YTD | 8.544 | 7.641 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 49B | 1% |
| Annual Yield % from dividends | 2.41 | 3.44 | 70% |
| Returns for 1 year | 6.63 | 1.93 | 344% |
| Returns for 3 years | 28.75 | 16.37 | 176% |
| Returns for 5 years | 10.32 | 5.60 | 184% |
| Returns for 10 years | 29.94 | 29.38 | 102% |
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