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CAVYX vs VTSMX
CAVYX vs VTSMX Comparison
Open Charts CAVYX vs VTSMX
SEI Catholic Values Equity Y (SCVT)
Price$16.47
Change-$0.07 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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CAVYX vs VTSMX Comparison Chart
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CAVYX vs. VTSMX commentary
Sep 21, 2024
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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CAVYX (381M). VTSMX pays higher dividends than CAVYX: VTSMX (1.26) vs CAVYX (0.92). CAVYX was incepted earlier than VTSMX: CAVYX (9 years) vs VTSMX (32 years). CAVYX is a more actively managed with annual turnover of: 33.00 vs. VTSMX (2.00). CAVYX has a lower initial minimum investment than VTSMX: CAVYX (500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. CAVYX (27.86). VTSMX return over 5 years is better than : 85.64 vs. CAVYX (38.95).
| CAVYX | VTSMX | CAVYX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 15.014 | 18.617 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 1.72T | 0% |
| Annual Yield % from dividends | 0.92 | 1.26 | 72% |
| Returns for 1 year | 27.86 | 31.53 | 88% |
| Returns for 3 years | 0.90 | 25.35 | 4% |
| Returns for 5 years | 38.95 | 85.64 | 45% |
| Returns for 10 years | N/A | 187.59 | - |