CVISX
Price
$17.85
Change
-$0.00 (-0.00%)
Updated
Jul 31 closing price
Net Assets
360.07M
SBHSX
Price
$16.14
Change
-$0.19 (-1.16%)
Updated
Jul 31 closing price
Net Assets
81.69M
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CVISX vs SBHSX

CVISX vs SBHSX Comparison Chart in %
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CVISX vs. SBHSX commentary
Aug 03, 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 Hold.

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FUNDAMENTALS
Fundamentals
CVISX has more cash in the bank: 360M vs. SBHSX (81.7M). SBHSX pays higher dividends than CVISX: SBHSX (4.52) vs CVISX (3.66). 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 : 26.24 vs. CVISX (14.22). SBHSX return over 5 years is better than : 72.04 vs. CVISX (62.91).
CVISXSBHSXCVISX / SBHSX
Total Expense Ratio1.351.20113%
Annual Report Gross Expense Ratio1.401.8078%
Fund Existence12 years12 years-
Gain YTD16.2118.617188%
Front LoadN/AN/A-
Min. Initial Investment50002500200%
Min. Initial Investment IRAN/AN/A-
Net Assets360M81.7M441%
Annual Yield % from dividends3.664.5281%
Returns for 1 year14.2226.2454%
Returns for 3 years51.0882.3262%
Returns for 5 years62.9172.0487%
Returns for 10 years132.79110.21120%
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