CVISX
Price
$17.26
Change
-$0.05 (-0.29%)
Updated
Jul 13 closing price
Net Assets
351.65M
SBHSX
Price
$15.47
Change
-$0.10 (-0.64%)
Updated
Jul 13 closing price
Net Assets
79.34M
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CVISX vs SBHSX

CVISX vs SBHSX Comparison Chart in %
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CVISX vs. SBHSX commentary
Jul 14, 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 SBHSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CVISX has more cash in the bank: 352M vs. SBHSX (79.3M). SBHSX pays higher dividends than CVISX: SBHSX (4.79) vs CVISX (3.84). CVISX was incepted earlier than SBHSX: CVISX (12 years) vs SBHSX (12 years). SBHSX (1.80) is less costly to investors than CVISX (1.40). CVISX is a more actively managed with annual turnover of: 117.00 vs. SBHSX (105.00). SBHSX has a lower initial minimum investment than CVISX: SBHSX (2500) vs CVISX (5000). SBHSX annual gain was more profitable for investors over the last year : 21.33 vs. CVISX (10.98). SBHSX return over 5 years is better than : 65.84 vs. CVISX (57.20).
CVISXSBHSXCVISX / SBHSX
Total Expense Ratio1.351.20113%
Annual Report Gross Expense Ratio1.401.8078%
Fund Existence12 years12 years-
Gain YTD13.5424.781283%
Front LoadN/AN/A-
Min. Initial Investment50002500200%
Min. Initial Investment IRAN/AN/A-
Net Assets352M79.3M444%
Annual Yield % from dividends3.844.7980%
Returns for 1 year10.9821.3351%
Returns for 3 years51.7076.0568%
Returns for 5 years57.2065.8487%
Returns for 10 years135.13109.92123%
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