CVISX
Price
$17.84
Change
-$0.06 (-0.34%)
Updated
Jun 2 closing price
Net Assets
356.39M
OANEX
Price
$21.98
Change
+$0.08 (+0.37%)
Updated
Jun 2 closing price
Net Assets
1.26B
Interact to see
Advertisement

CVISX vs OANEX

Header iconCVISX vs OANEX Comparison
Open Charts CVISX vs OANEXBanner chart's image
CVISX vs OANEX Comparison Chart in %
View a ticker or compare two or three
VS
CVISX vs. OANEX commentary
Jun 04, 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 CVISX is a Hold and OANEX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
OANEX has more cash in the bank: 1.26B vs. CVISX (356M). CVISX pays higher dividends than OANEX: CVISX (3.65) vs OANEX (1.95). CVISX was incepted earlier than OANEX: CVISX (12 years) vs OANEX (10 years). CVISX (1.40) is less costly to investors than OANEX (1.08). CVISX is a more actively managed with annual turnover of: 117.00 vs. OANEX (37.00). CVISX has a lower initial minimum investment than OANEX: CVISX (5000) vs OANEX (250000). CVISX annual gain was more profitable for investors over the last year : 19.22 vs. OANEX (3.52). CVISX return over 5 years is better than : 61.93 vs. OANEX (14.73).
CVISXOANEXCVISX / OANEX
Total Expense Ratio1.351.08125%
Annual Report Gross Expense Ratio1.401.08130%
Fund Existence12 years10 years-
Gain YTD16.5360.6872,407%
Front LoadN/AN/A-
Min. Initial Investment50002500002%
Min. Initial Investment IRAN/AN/A-
Net Assets356M1.26B28%
Annual Yield % from dividends3.651.95188%
Returns for 1 year19.223.52547%
Returns for 3 years69.2728.59242%
Returns for 5 years61.9314.73420%
Returns for 10 years140.65N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MITGX33.18N/A
N/A
MFS Massachusetts Investors Tr R1
SOPVX53.54N/A
N/A
Allspring Opportunity A
VNVCX16.70N/A
N/A
Natixis Vaughan Nelson Mid Cap C
MSGLX12.91N/A
N/A
MassMutual Small Cap Gr Eq Adm
MSJAX20.42N/A
N/A
Morgan Stanley Global Endurance A