CVISX
Price
$17.44
Change
-$0.08 (-0.46%)
Updated
Jun 22 closing price
Net Assets
344.73M
SBSIX
Price
$15.55
Change
-$0.03 (-0.19%)
Updated
Jun 22 closing price
Net Assets
80.79M
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CVISX vs SBSIX

CVISX vs SBSIX Comparison Chart in %
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CVISX vs. SBSIX commentary
Jun 24, 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 Buy and SBSIX is a Hold.

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FUNDAMENTALS
Fundamentals
CVISX has more cash in the bank: 345M vs. SBSIX (80.8M). SBSIX pays higher dividends than CVISX: SBSIX (5.07) vs CVISX (3.65). CVISX was incepted earlier than SBSIX: CVISX (12 years) vs SBSIX (15 years). SBSIX (1.49) is less costly to investors than CVISX (1.40). CVISX is a more actively managed with annual turnover of: 117.00 vs. SBSIX (105.00). CVISX has a lower initial minimum investment than SBSIX: CVISX (5000) vs SBSIX (250000). SBSIX annual gain was more profitable for investors over the last year : 27.21 vs. CVISX (15.80). SBSIX return over 5 years is better than : 69.57 vs. CVISX (60.37).
CVISXSBSIXCVISX / SBSIX
Total Expense Ratio1.351.05129%
Annual Report Gross Expense Ratio1.401.4994%
Fund Existence12 years15 years-
Gain YTD14.0634.864289%
Front LoadN/AN/A-
Min. Initial Investment50002500002%
Min. Initial Investment IRAN/AN/A-
Net Assets345M80.8M427%
Annual Yield % from dividends3.655.0772%
Returns for 1 year15.8027.2158%
Returns for 3 years62.2486.6272%
Returns for 5 years60.3769.5787%
Returns for 10 years151.06122.79123%
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