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BASIX vs CTIVX
BASIX vs CTIVX Comparison
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BASIX vs CTIVX Comparison Chart in %
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BASIX vs. CTIVX commentary
Aug 04, 2026
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 BASIX is a Hold and CTIVX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 48.4B vs. CTIVX (5.96B). CTIVX pays higher dividends than BASIX: CTIVX (5.49) vs BASIX (4.50). BASIX was incepted earlier than CTIVX: BASIX (19 years) vs CTIVX (15 years). BASIX (0.99) is less costly to investors than CTIVX (0.65). BASIX is a more actively managed with annual turnover of: 1006.00 vs. CTIVX (232.00). BASIX annual gain was more profitable for investors over the last year : 4.25 vs. CTIVX (3.52). BASIX return over 5 years is better than : 13.05 vs. CTIVX (9.32).
| BASIX | CTIVX | BASIX / CTIVX | |
| Total Expense Ratio | 0.98 | 0.65 | 151% |
| Annual Report Gross Expense Ratio | 0.99 | 0.65 | 152% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 1.185 | 0.910 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4B | 5.96B | 812% |
| Annual Yield % from dividends | 4.50 | 5.49 | 82% |
| Returns for 1 year | 4.25 | 3.52 | 121% |
| Returns for 3 years | 19.67 | 19.60 | 100% |
| Returns for 5 years | 13.05 | 9.32 | 140% |
| Returns for 10 years | 38.17 | 39.85 | 96% |
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