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CVSIX vs WMNAX
CVSIX vs WMNAX Comparison Chart in %
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CVSIX vs. WMNAX commentary
Sep 16, 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 Buy and WMNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CVSIX has more cash in the bank: 16.8B vs. WMNAX (128M). WMNAX pays higher dividends than CVSIX: WMNAX (2.78) vs CVSIX (1.62). CVSIX was incepted earlier than WMNAX: CVSIX (35 years) vs WMNAX (5 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 (7.14) and CVSIX (6.90) have marching annual gain over last year. WMNAX return over 5 years is better than : 23.29 vs. CVSIX (19.84).
| 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 | 5 years | - |
| Gain YTD | 4.994 | 5.778 | 86% |
| Front Load | 3% | 3% | 92% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 128M | 13,125% |
| Annual Yield % from dividends | 1.62 | 2.78 | 58% |
| Returns for 1 year | 6.90 | 7.14 | 97% |
| Returns for 3 years | 18.62 | 20.40 | 91% |
| Returns for 5 years | 19.84 | 23.29 | 85% |
| Returns for 10 years | 36.66 | N/A | - |
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