CVISX
Price
$17.84
Change
-$0.06 (-0.34%)
Updated
Jun 2 closing price
Net Assets
356.39M
SFILX
Price
$17.30
Change
-$0.03 (-0.17%)
Updated
Jun 2 closing price
Net Assets
733.65M
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CVISX vs SFILX

Header iconCVISX vs SFILX Comparison
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CVISX vs SFILX Comparison Chart in %
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CVISX vs. SFILX 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 SFILX is a Buy.

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FUNDAMENTALS
Fundamentals
SFILX has more cash in the bank: 734M vs. CVISX (356M). CVISX pays higher dividends than SFILX: CVISX (3.65) vs SFILX (3.25). CVISX was incepted earlier than SFILX: CVISX (12 years) vs SFILX (18 years). CVISX (1.40) is less costly to investors than SFILX (0.39). CVISX is a more actively managed with annual turnover of: 117.00 vs. SFILX (27.00). SFILX has a lower initial minimum investment than CVISX: SFILX (0) vs CVISX (5000). SFILX annual gain was more profitable for investors over the last year : 22.24 vs. CVISX (19.22). CVISX return over 5 years is better than : 61.93 vs. SFILX (25.87).
CVISXSFILXCVISX / SFILX
Total Expense Ratio1.350.39346%
Annual Report Gross Expense Ratio1.400.39359%
Fund Existence12 years18 years-
Gain YTD16.53612.023138%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets356M734M49%
Annual Yield % from dividends3.653.25113%
Returns for 1 year19.2222.2486%
Returns for 3 years69.2757.89120%
Returns for 5 years61.9325.87239%
Returns for 10 years140.6579.45177%
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