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CVSIX vs WMNIX
CVSIX vs WMNIX Comparison Chart in %
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CVSIX vs. WMNIX commentary
Sep 10, 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 StrongBuy and WMNIX is a Hold.
FUNDAMENTALS
Fundamentals
CVSIX has more cash in the bank: 16.7B vs. WMNIX (127M). WMNIX pays higher dividends than CVSIX: WMNIX (2.86) vs CVSIX (1.62). 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). CVSIX (7.41) and WMNIX (7.35) have marching annual gain over last year. WMNIX return over 5 years is better than : 24.24 vs. CVSIX (19.70).
| 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 | 4.795 | 5.510 | 87% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 127M | 13,150% |
| Annual Yield % from dividends | 1.62 | 2.86 | 57% |
| Returns for 1 year | 7.41 | 7.35 | 101% |
| Returns for 3 years | 17.13 | 20.29 | 84% |
| Returns for 5 years | 19.70 | 24.24 | 81% |
| Returns for 10 years | 36.37 | 38.76 | 94% |
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