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CVAIX vs VTSMX
CVAIX vs VTSMX Comparison
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CVAIX vs VTSMX Comparison Chart in %
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CVAIX vs. VTSMX commentary
Aug 23, 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 CVAIX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.29T vs. CVAIX (64.6M). VTSMX pays higher dividends than CVAIX: VTSMX (0.99) vs CVAIX (0.04). CVAIX was incepted earlier than VTSMX: CVAIX (24 years) vs VTSMX (34 years). CVAIX (1.27) is less costly to investors than VTSMX (0.06). CVAIX is a more actively managed with annual turnover of: 46.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than CVAIX: VTSMX (0) vs CVAIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 21.03 vs. CVAIX (7.67). VTSMX return over 5 years is better than : 66.56 vs. CVAIX (28.52).
| CVAIX | VTSMX | CVAIX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.06 | 1,500% |
| Annual Report Gross Expense Ratio | 1.27 | 0.06 | 2,117% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 7.181 | 12.869 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.6M | 2.29T | 0% |
| Annual Yield % from dividends | 0.04 | 0.99 | 4% |
| Returns for 1 year | 7.67 | 21.03 | 36% |
| Returns for 3 years | 44.25 | 74.28 | 60% |
| Returns for 5 years | 28.52 | 66.56 | 43% |
| Returns for 10 years | 104.39 | 249.18 | 42% |
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