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ADAIX vs CVSOX
ADAIX vs CVSOX Comparison Chart
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ADAIX vs. CVSOX 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 CVSOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CVSOX has more cash in the bank: 15.5B vs. ADAIX (2.05B). ADAIX pays higher dividends than CVSOX: ADAIX (2.71) vs CVSOX (2.30). ADAIX was incepted earlier than CVSOX: ADAIX (16 years) vs CVSOX (5 years). ADAIX is a more actively managed with annual turnover of: 197.00 vs. CVSOX (28.00). CVSOX has a lower initial minimum investment than ADAIX: CVSOX (0) vs ADAIX (5000000). CVSOX annual gain was more profitable for investors over the last year : 7.79 vs. ADAIX (3.88).
| ADAIX | CVSOX | ADAIX / CVSOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 0.413 | 0.469 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 15.5B | 13% |
| Annual Yield % from dividends | 2.71 | 2.30 | 118% |
| Returns for 1 year | 3.88 | 7.79 | 50% |
| Returns for 3 years | 5.76 | 8.61 | 67% |
| Returns for 5 years | 37.87 | N/A | - |
| Returns for 10 years | 68.02 | N/A | - |
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