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CCATX vs FSVEX
CCATX vs FSVEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CCATX has more cash in the bank: 3.94B vs. FSVEX (1.25M). FSVEX pays higher dividends than CCATX: FSVEX (2.18) vs CCATX (1.98). CCATX was incepted earlier than FSVEX: CCATX (12 years) vs FSVEX (2 years). CCATX (1.37) is less costly to investors than FSVEX (0.91). FSVEX is a more actively managed with annual turnover of: 15.00 vs. CCATX (8.00). FSVEX has a lower initial minimum investment than CCATX: FSVEX (0) vs CCATX (250). CCATX (6.91) and FSVEX (6.81) have marching annual gain over last year.
| CCATX | FSVEX | CCATX / FSVEX | |
| Total Expense Ratio | 1.37 | 0.91 | 151% |
| Annual Report Gross Expense Ratio | 1.37 | 0.91 | 151% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | 9.432 | 8.096 | 117% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.94B | 1.25M | 315,946% |
| Annual Yield % from dividends | 1.98 | 2.18 | 91% |
| Returns for 1 year | 6.91 | 6.81 | 101% |
| Returns for 3 years | 19.34 | N/A | - |
| Returns for 5 years | 18.33 | N/A | - |
| Returns for 10 years | 37.04 | N/A | - |