Ad is loading...
ADAIX vs CVSCX
ADAIX vs CVSCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ADAIX vs. CVSCX commentary
May 09, 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 ADAIX is a Buy and CVSCX is a Buy.
FUNDAMENTALS
Fundamentals
CVSCX has more cash in the bank: 15.8B vs. ADAIX (1.84B). ADAIX pays higher dividends than CVSCX: ADAIX (1.19) vs CVSCX (1.01). ADAIX was incepted earlier than CVSCX: ADAIX (16 years) vs CVSCX (25 years). CVSCX (1.97) is less costly to investors than ADAIX (1.53). ADAIX is a more actively managed with annual turnover of: 361.00 vs. CVSCX (35.00). CVSCX has a lower initial minimum investment than ADAIX: CVSCX (2500) vs ADAIX (5000000). ADAIX (6.31) and CVSCX (6.03) have marching annual gain over last year. ADAIX return over 5 years is better than : 48.57 vs. CVSCX (16.89).
| ADAIX | CVSCX | ADAIX / CVSCX | |
| Total Expense Ratio | 1.53 | 1.97 | 78% |
| Annual Report Gross Expense Ratio | 1.53 | 1.97 | 78% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 3.713 | 1.708 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 15.8B | 12% |
| Annual Yield % from dividends | 1.19 | 1.01 | 118% |
| Returns for 1 year | 6.31 | 6.03 | 105% |
| Returns for 3 years | 12.33 | 12.45 | 99% |
| Returns for 5 years | 48.57 | 16.89 | 288% |
| Returns for 10 years | 71.67 | 21.20 | 338% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CLDL | 12.79 | 0.41 | +3.27% |
| Direxion Daily Cld Cmptng Bl 2X Shs ETF | |||
| RSPM | 30.97 | 0.45 | +1.47% |
| Invesco S&P 500® Equal Weight Matrls ETF | |||
| GRID | 123.16 | 1.17 | +0.96% |
| First Trust NASDAQ® Cln Edge®StGidIfsETF | |||
| IGD | 5.62 | 0.03 | +0.54% |
| Voya Global Equity Dividend AND Premium Opportunity Fund | |||
| BATT | 8.36 | 0.03 | +0.36% |
| Amplify Lithium & Battery Tech ETF | |||