CVLEX
Price
$17.74
Change
+$0.28 (+1.60%)
Updated
Jun 2 closing price
Net Assets
30.64M
FWMIX
Price
$68.79
Change
+$0.27 (+0.39%)
Updated
Jun 2 closing price
Net Assets
214.46B
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CVLEX vs FWMIX

Header iconCVLEX vs FWMIX Comparison
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CVLEX vs FWMIX Comparison Chart in %
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CVLEX vs. FWMIX 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 CVLEX is a Buy and FWMIX is a Hold.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 214B vs. CVLEX (30.6M). FWMIX pays higher dividends than CVLEX: FWMIX (1.45) vs CVLEX (1.02). CVLEX was incepted earlier than FWMIX: CVLEX (14 years) vs FWMIX (9 years). CVLEX (2.71) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. CVLEX (19.00). CVLEX has a lower initial minimum investment than FWMIX: CVLEX (1000) vs FWMIX (1000000). CVLEX annual gain was more profitable for investors over the last year : 26.90 vs. FWMIX (8.17). FWMIX return over 5 years is better than : 26.97 vs. CVLEX (15.59).
CVLEXFWMIXCVLEX / FWMIX
Total Expense Ratio1.000.26385%
Annual Report Gross Expense Ratio2.710.261,042%
Fund Existence14 years9 years-
Gain YTD12.0245.605215%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6M214B0%
Annual Yield % from dividends1.021.4570%
Returns for 1 year26.908.17329%
Returns for 3 years37.5533.31113%
Returns for 5 years15.5926.9758%
Returns for 10 years50.65N/A-
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