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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
Aug 03, 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: 18.4B vs. WMNAX (181M). WMNAX pays higher dividends than CVSIX: WMNAX (1.56) vs CVSIX (1.41). 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 : 7.35 vs. CVSIX (6.31). WMNAX return over 5 years is better than : 24.38 vs. CVSIX (20.34).
| 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 | 3.550 | 4.199 | 85% |
| Front Load | 3% | 3% | 92% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4B | 181M | 10,166% |
| Annual Yield % from dividends | 1.41 | 1.56 | 90% |
| Returns for 1 year | 6.31 | 7.35 | 86% |
| Returns for 3 years | 17.14 | 22.76 | 75% |
| Returns for 5 years | 20.34 | 24.38 | 83% |
| Returns for 10 years | 40.15 | N/A | - |