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ADAIX vs CVSIX
ADAIX vs CVSIX Comparison Chart
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ADAIX vs. CVSIX commentary
Jan 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 ADAIX is a Buy and CVSIX is a Buy.
FUNDAMENTALS
Fundamentals
CVSIX has more cash in the bank: 15.5B vs. ADAIX (2.05B). ADAIX pays higher dividends than CVSIX: ADAIX (2.71) vs CVSIX (1.95). ADAIX was incepted earlier than CVSIX: ADAIX (16 years) vs CVSIX (34 years). ADAIX is a more actively managed with annual turnover of: 197.00 vs. CVSIX (28.00). CVSIX has a lower initial minimum investment than ADAIX: CVSIX (2500) vs ADAIX (5000000). CVSIX annual gain was more profitable for investors over the last year : 7.47 vs. ADAIX (3.88). ADAIX return over 5 years is better than : 37.87 vs. CVSIX (17.32).
| ADAIX | CVSIX | ADAIX / CVSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 0.413 | 0.463 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 15.5B | 13% |
| Annual Yield % from dividends | 2.71 | 1.95 | 139% |
| Returns for 1 year | 3.88 | 7.47 | 52% |
| Returns for 3 years | 5.76 | 7.98 | 72% |
| Returns for 5 years | 37.87 | 17.32 | 219% |
| Returns for 10 years | 68.02 | 31.31 | 217% |
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