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CVAIX vs VTSMX
CVAIX vs VTSMX Comparison
Open Charts CVAIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
CVAIX vs VTSMX Comparison Chart
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CVAIX vs. VTSMX commentary
May 11, 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 CVAIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CVAIX (54.6M). VTSMX pays higher dividends than CVAIX: VTSMX (1.26) vs CVAIX (0.12). CVAIX was incepted earlier than VTSMX: CVAIX (23 years) vs VTSMX (33 years). CVAIX (1.29) is less costly to investors than VTSMX (0.14). CVAIX is a more actively managed with annual turnover of: 33.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CVAIX: VTSMX (3000) vs CVAIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 7.95 vs. CVAIX (1.48). VTSMX return over 5 years is better than : 89.18 vs. CVAIX (57.68).
| CVAIX | VTSMX | CVAIX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 1.29 | 0.14 | 921% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -3.281 | -4.022 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.6M | 1.72T | 0% |
| Annual Yield % from dividends | 0.12 | 1.26 | 10% |
| Returns for 1 year | 1.48 | 7.95 | 19% |
| Returns for 3 years | 29.82 | 40.07 | 74% |
| Returns for 5 years | 57.68 | 89.18 | 65% |
| Returns for 10 years | 57.76 | 165.24 | 35% |
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