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CVSIX vs WMNAX
CVSIX vs WMNAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CVSIX has more cash in the bank: 16.7B vs. WMNAX (127M). WMNAX pays higher dividends than CVSIX: WMNAX (2.78) vs CVSIX (1.62). CVSIX was incepted earlier than WMNAX: CVSIX (35 years) vs WMNAX (5 years). WMNAX (1.33) is less costly to investors than CVSIX (1.22). WMNAX is a more actively managed with annual turnover of: 51.00 vs. CVSIX (35.00). WMNAX initial investment is less costly to investors than CVSIX (3%) vs CVSIX (3%). WMNAX has a lower initial minimum investment than CVSIX: WMNAX (1000) vs CVSIX (2500). CVSIX (7.33) and WMNAX (7.27) have marching annual gain over last year. WMNAX return over 5 years is better than : 23.27 vs. CVSIX (19.95).
| CVSIX | WMNAX | CVSIX / WMNAX | |
| Total Expense Ratio | 1.22 | 1.10 | 111% |
| Annual Report Gross Expense Ratio | 1.22 | 1.33 | 92% |
| Fund Existence | 35 years | 5 years | - |
| Gain YTD | 4.861 | 5.461 | 89% |
| Front Load | 3% | 3% | 92% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 127M | 13,150% |
| Annual Yield % from dividends | 1.62 | 2.78 | 58% |
| Returns for 1 year | 7.33 | 7.27 | 101% |
| Returns for 3 years | 17.20 | 19.82 | 87% |
| Returns for 5 years | 19.95 | 23.27 | 86% |
| Returns for 10 years | 36.46 | N/A | - |
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