CVLEX
Price
$18.95
Change
+$0.15 (+0.80%)
Updated
Aug 21 closing price
Net Assets
33.35M
FWMIX
Price
$68.95
Change
+$0.35 (+0.51%)
Updated
Aug 21 closing price
Net Assets
217.88B
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CVLEX vs FWMIX

CVLEX vs FWMIX Comparison Chart in %
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CVLEX vs. FWMIX commentary
Aug 23, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. CVLEX (33.3M). FWMIX pays higher dividends than CVLEX: FWMIX (1.47) vs CVLEX (1.25). CVLEX was incepted earlier than FWMIX: CVLEX (14 years) vs FWMIX (10 years). CVLEX (2.71) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 32.00 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 : 28.03 vs. FWMIX (7.57). FWMIX return over 5 years is better than : 29.58 vs. CVLEX (23.98).
CVLEXFWMIXCVLEX / FWMIX
Total Expense Ratio1.000.26385%
Annual Report Gross Expense Ratio2.710.261,042%
Fund Existence14 years10 years-
Gain YTD21.9576.654330%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets33.3M218B0%
Annual Yield % from dividends1.251.4785%
Returns for 1 year28.037.57370%
Returns for 3 years47.6634.39139%
Returns for 5 years23.9829.5881%
Returns for 10 years57.74N/A-
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