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CVSIX vs WMNAX
CVSIX vs WMNAX Comparison Chart in %
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CVSIX vs. WMNAX commentary
Oct 19, 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 CVSIX is a Buy and WMNAX is a Hold.
FUNDAMENTALS
Fundamentals
CVSIX has more cash in the bank: 16.9B vs. WMNAX (130M). WMNAX pays higher dividends than CVSIX: WMNAX (2.23) vs CVSIX (1.59). CVSIX was incepted earlier than WMNAX: CVSIX (35 years) vs WMNAX (6 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). WMNAX annual gain was more profitable for investors over the last year : 7.19 vs. CVSIX (6.69). WMNAX return over 5 years is better than : 23.96 vs. CVSIX (19.96).
| 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 | 6 years | - |
| Gain YTD | 5.709 | 6.797 | 84% |
| Front Load | 3% | 3% | 92% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 130M | 13,000% |
| Annual Yield % from dividends | 1.59 | 2.23 | 71% |
| Returns for 1 year | 6.69 | 7.19 | 93% |
| Returns for 3 years | 20.73 | 22.54 | 92% |
| Returns for 5 years | 19.96 | 23.96 | 83% |
| Returns for 10 years | 35.89 | N/A | - |
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