CWSAX
Price
$22.88
Change
+$0.06 (+0.26%)
Updated
Sep 3 closing price
Net Assets
186.43M
VEXRX
Price
$123.48
Change
+$0.16 (+0.13%)
Updated
Sep 4 closing price
Net Assets
22.44B
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CWSAX vs VEXRX

CWSAX vs VEXRX Comparison Chart in %
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A.I.Advisor
published Highlights

Market Cap

The average market capitalization across the group is 11.15B. The market cap for tickers in the group ranges from 186.43M to 22.12B. VEXRX holds the highest valuation in this group at 22.12B. The lowest valued company is CWSAX at 186.43M.

High and low price notable news

The average weekly price growth across all stocks in the group was -4%. For the same group, the average monthly price growth was -5%, and the average quarterly price growth was 15%. VEXRX experienced the highest price growth at -3%, while CWSAX experienced the biggest fall at -4%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
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FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.4B vs. CWSAX (186M). VEXRX pays higher dividends than CWSAX: VEXRX (0.49) vs CWSAX (0.04). CWSAX was incepted earlier than VEXRX: CWSAX (2 years) vs VEXRX (25 years). CWSAX (2.05) is less costly to investors than VEXRX (0.28). CWSAX is a more actively managed with annual turnover of: 72.00 vs. VEXRX (51.00). CWSAX has a lower initial minimum investment than VEXRX: CWSAX (1000) vs VEXRX (50000). CWSAX annual gain was more profitable for investors over the last year : 31.14 vs. VEXRX (10.94).
CWSAXVEXRXCWSAX / VEXRX
Total Expense Ratio1.250.28446%
Annual Report Gross Expense Ratio2.050.28732%
Fund Existence2 years25 years-
Gain YTD19.04014.744129%
Front Load5%N/A-
Min. Initial Investment1000500002%
Min. Initial Investment IRAN/AN/A-
Net Assets186M22.4B1%
Annual Yield % from dividends0.040.499%
Returns for 1 year31.1410.94285%
Returns for 3 yearsN/A25.62-
Returns for 5 yearsN/A-12.86-
Returns for 10 yearsN/A49.87-
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