CVLEX
Price
$18.39
Change
-$0.02 (-0.11%)
Updated
Jul 13 closing price
Net Assets
32.48M
FWMIX
Price
$67.16
Change
-$0.18 (-0.27%)
Updated
Jul 13 closing price
Net Assets
219.02B
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CVLEX vs FWMIX

CVLEX vs FWMIX Comparison Chart in %
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CVLEX vs. FWMIX commentary
Jul 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. CVLEX (32.5M). FWMIX pays higher dividends than CVLEX: FWMIX (1.49) vs CVLEX (1.27). 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 : 26.66 vs. FWMIX (5.80). FWMIX return over 5 years is better than : 28.26 vs. CVLEX (23.53).
CVLEXFWMIXCVLEX / FWMIX
Total Expense Ratio1.000.26385%
Annual Report Gross Expense Ratio2.710.261,042%
Fund Existence14 years9 years-
Gain YTD18.4823.885476%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.5M219B0%
Annual Yield % from dividends1.271.4986%
Returns for 1 year26.665.80460%
Returns for 3 years41.7629.34142%
Returns for 5 years23.5328.2683%
Returns for 10 years54.81N/A-
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