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CVSIX vs WMNAX
CVSIX vs WMNAX Comparison
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CVSIX vs WMNAX Comparison Chart in %
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CVSIX vs. WMNAX commentary
Jun 04, 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 CVSIX is a Buy and WMNAX is a Hold.
FUNDAMENTALS
Fundamentals
CVSIX has more cash in the bank: 18B vs. WMNAX (163M). WMNAX pays higher dividends than CVSIX: WMNAX (2.37) vs CVSIX (1.44). CVSIX was incepted earlier than WMNAX: CVSIX (36 years) vs WMNAX (6 years). CVSIX (1.26) and WMNAX (1.21) have similar cost to investors . WMNAX is a more actively managed with annual turnover of: 89.00 vs. CVSIX (43.00). 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 annual gain was more profitable for investors over the last year : 8.40 vs. CVSIX (6.79). WMNAX return over 5 years is better than : 24.09 vs. CVSIX (20.08).
| CVSIX | WMNAX | CVSIX / WMNAX | |
| Total Expense Ratio | 1.26 | 1.01 | 125% |
| Annual Report Gross Expense Ratio | 1.26 | 1.21 | 104% |
| Fund Existence | 36 years | 6 years | - |
| Gain YTD | 2.697 | 3.801 | 71% |
| Front Load | 3% | 3% | 92% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 163M | 11,043% |
| Annual Yield % from dividends | 1.44 | 2.37 | 61% |
| Returns for 1 year | 6.79 | 8.40 | 81% |
| Returns for 3 years | 18.11 | 23.28 | 78% |
| Returns for 5 years | 20.08 | 24.09 | 83% |
| Returns for 10 years | 41.01 | N/A | - |
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