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ADAIX vs CVSOX
ADAIX vs CVSOX Comparison Chart
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ADAIX vs. CVSOX 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 CVSOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CVSOX has more cash in the bank: 15.8B vs. ADAIX (1.96B). 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 : 7.38 vs. ADAIX (4.46).
| 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 | 1.320 | 1.072 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 15.8B | 12% |
| Annual Yield % from dividends | 2.71 | 2.30 | 118% |
| Returns for 1 year | 4.46 | 7.38 | 60% |
| Returns for 3 years | 7.35 | 10.88 | 68% |
| Returns for 5 years | 36.64 | N/A | - |
| Returns for 10 years | 68.54 | N/A | - |
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