CVLEX
Price
$18.28
Change
+$0.11 (+0.61%)
Updated
Jun 22 closing price
Net Assets
32.1M
FWMIX
Price
$65.71
Change
-$0.30 (-0.45%)
Updated
Jun 22 closing price
Net Assets
218.08B
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CVLEX vs FWMIX

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

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. CVLEX (32.1M). 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 : 30.37 vs. FWMIX (8.19). FWMIX return over 5 years is better than : 27.81 vs. CVLEX (23.65).
CVLEXFWMIXCVLEX / FWMIX
Total Expense Ratio1.000.26385%
Annual Report Gross Expense Ratio2.710.261,042%
Fund Existence14 years9 years-
Gain YTD16.5791.6421,010%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.1M218B0%
Annual Yield % from dividends1.021.4570%
Returns for 1 year30.378.19371%
Returns for 3 years41.7630.78136%
Returns for 5 years23.6527.8185%
Returns for 10 years60.48N/A-
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