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ADAIX vs CVSIX
ADAIX vs CVSIX Comparison Chart
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ADAIX vs. CVSIX commentary
Feb 23, 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: 15.8B vs. ADAIX (1.96B). 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 : 7.00 vs. ADAIX (4.46). ADAIX return over 5 years is better than : 36.64 vs. CVSIX (17.85).
| 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 | 1.320 | 0.991 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 15.8B | 12% |
| Annual Yield % from dividends | 2.71 | 1.95 | 139% |
| Returns for 1 year | 4.46 | 7.00 | 64% |
| Returns for 3 years | 7.35 | 10.13 | 72% |
| Returns for 5 years | 36.64 | 17.85 | 205% |
| Returns for 10 years | 68.54 | 29.79 | 230% |
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