Interact to see
Advertisement
Advertisement
CVSIX vs WMNAX
CVSIX vs WMNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CVSIX vs. WMNAX commentary
Oct 09, 2025
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 CVSIX is a Hold and WMNAX is a Hold.
FUNDAMENTALS
Fundamentals
CVSIX has more cash in the bank: 16.9B vs. WMNAX (129M). WMNAX pays higher dividends than CVSIX: WMNAX (2.23) vs CVSIX (1.59). CVSIX was incepted earlier than WMNAX: CVSIX (35 years) vs WMNAX (6 years). WMNAX (1.33) is less costly to investors than CVSIX (1.22). WMNAX is a more actively managed with annual turnover of: 51.00 vs. CVSIX (35.00). WMNAX initial investment is less costly to investors than CVSIX (3%) vs CVSIX (3%). WMNAX has a lower initial minimum investment than CVSIX: WMNAX (1000) vs CVSIX (2500). WMNAX (7.09) and CVSIX (6.91) have marching annual gain over last year. WMNAX return over 5 years is better than : 23.71 vs. CVSIX (19.98).
| CVSIX | WMNAX | CVSIX / WMNAX | |
| Total Expense Ratio | 1.22 | 1.10 | 111% |
| Annual Report Gross Expense Ratio | 1.22 | 1.33 | 92% |
| Fund Existence | 35 years | 6 years | - |
| Gain YTD | 5.576 | 6.586 | 85% |
| Front Load | 3% | 3% | 92% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 129M | 13,101% |
| Annual Yield % from dividends | 1.59 | 2.23 | 71% |
| Returns for 1 year | 6.91 | 7.09 | 97% |
| Returns for 3 years | 21.02 | 22.30 | 94% |
| Returns for 5 years | 19.98 | 23.71 | 84% |
| Returns for 10 years | 36.46 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CGIC | 31.19 | 0.18 | +0.58% |
| Capital Group International Cor Eq ETF | |||
| BNDI | 47.73 | 0.01 | +0.02% |
| NEOS Enhanced Income Aggregate Bond ETF | |||
| USFI | 24.84 | N/A | N/A |
| BrandywineGLOBAL-U.S. Fixed Income ETF | |||
| GBAB | 15.66 | -0.01 | -0.06% |
| Guggenheim Taxable Municipal | |||
| IGLB | 51.41 | -0.03 | -0.06% |
| iShares 10+ Year Invmt Grd Corp Bd ETF | |||