CAVYX
Price
$18.49
Change
-$0.06 (-0.32%)
Updated
Jul 16 closing price
Net Assets
447.76M
RWMEX
Price
$67.10
Change
+$0.36 (+0.54%)
Updated
Jul 16 closing price
Net Assets
219.02B
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CAVYX vs RWMEX

CAVYX vs RWMEX Comparison Chart in %
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CAVYX vs. RWMEX commentary
Jul 17, 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 CAVYX is a Hold and RWMEX is a Hold.

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FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 219B vs. CAVYX (448M). RWMEX pays higher dividends than CAVYX: RWMEX (1.18) vs CAVYX (0.78). CAVYX was incepted earlier than RWMEX: CAVYX (11 years) vs RWMEX (24 years). CAVYX (0.82) is less costly to investors than RWMEX (0.61). RWMEX is a more actively managed with annual turnover of: 29.00 vs. CAVYX (21.00). RWMEX has a lower initial minimum investment than CAVYX: RWMEX (250) vs CAVYX (500). CAVYX annual gain was more profitable for investors over the last year : 11.86 vs. RWMEX (6.29). RWMEX return over 5 years is better than : 28.32 vs. CAVYX (16.15).
CAVYXRWMEXCAVYX / RWMEX
Total Expense Ratio0.610.61100%
Annual Report Gross Expense Ratio0.820.61134%
Fund Existence11 years24 years-
Gain YTD9.6984.452218%
Front LoadN/AN/A-
Min. Initial Investment500250200%
Min. Initial Investment IRAN/AN/A-
Net Assets448M219B0%
Annual Yield % from dividends0.781.1867%
Returns for 1 year11.866.29189%
Returns for 3 years38.5528.38136%
Returns for 5 years16.1528.3257%
Returns for 10 years110.4375.49146%
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