Interact to see
Advertisement
Advertisement
CVSIX vs WMNIX
CVSIX vs WMNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CVSIX vs. WMNIX 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 WMNIX is a Hold.
FUNDAMENTALS
Fundamentals
CVSIX has more cash in the bank: 16.9B vs. WMNIX (130M). WMNIX pays higher dividends than CVSIX: WMNIX (2.32) vs CVSIX (1.59). CVSIX was incepted earlier than WMNIX: CVSIX (35 years) vs WMNIX (10 years). CVSIX (1.22) and WMNIX (1.22) have similar cost to investors . WMNIX is a more actively managed with annual turnover of: 51.00 vs. CVSIX (35.00). CVSIX has a lower initial minimum investment than WMNIX: CVSIX (2500) vs WMNIX (100000). WMNIX annual gain was more profitable for investors over the last year : 7.38 vs. CVSIX (6.69). WMNIX return over 5 years is better than : 24.80 vs. CVSIX (19.96).
| CVSIX | WMNIX | CVSIX / WMNIX | |
| Total Expense Ratio | 1.22 | 0.99 | 123% |
| Annual Report Gross Expense Ratio | 1.22 | 1.22 | 100% |
| Fund Existence | 35 years | 10 years | - |
| Gain YTD | 5.709 | 6.856 | 83% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 130M | 13,000% |
| Annual Yield % from dividends | 1.59 | 2.32 | 69% |
| Returns for 1 year | 6.69 | 7.38 | 91% |
| Returns for 3 years | 20.73 | 22.99 | 90% |
| Returns for 5 years | 19.96 | 24.80 | 80% |
| Returns for 10 years | 35.89 | 40.21 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement