CWVCX
Price
$22.11
Change
-$0.16 (-0.72%)
Updated
Jun 17 closing price
Net Assets
874.21M
RERFX
Price
$63.76
Change
-$0.30 (-0.47%)
Updated
Jun 17 closing price
Net Assets
143.2B
Interact to see
Advertisement

CWVCX vs RERFX

Header iconCWVCX vs RERFX Comparison
Open Charts CWVCX vs RERFXBanner chart's image
CWVCX vs RERFX Comparison Chart in %
View a ticker or compare two or three
VS
CWVCX vs. RERFX commentary
Jun 18, 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 CWVCX is a Hold and RERFX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 143B vs. CWVCX (874M). RERFX pays higher dividends than CWVCX: RERFX (2.67) vs CWVCX (0.48). CWVCX was incepted earlier than RERFX: CWVCX (32 years) vs RERFX (24 years). CWVCX (1.96) is less costly to investors than RERFX (0.52). RERFX is a more actively managed with annual turnover of: 50.00 vs. CWVCX (29.00). RERFX has a lower initial minimum investment than CWVCX: RERFX (250) vs CWVCX (1000). RERFX annual gain was more profitable for investors over the last year : 12.60 vs. CWVCX (9.52). CWVCX return over 5 years is better than : 6.43 vs. RERFX (-0.75).
CWVCXRERFXCWVCX / RERFX
Total Expense Ratio1.890.52363%
Annual Report Gross Expense Ratio1.960.52377%
Fund Existence32 years24 years-
Gain YTD7.8455.902133%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets874M143B1%
Annual Yield % from dividends0.482.6718%
Returns for 1 year9.5212.6076%
Returns for 3 years20.6022.4792%
Returns for 5 years6.43-0.75-856%
Returns for 10 years84.3859.82141%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HSMFX14.34N/A
N/A
Hartford Small Cap Value F
LYFCX16.08N/A
N/A
AlphaCentric Life Sciences & Hlthcare C
SDSCX23.37N/A
N/A
BNY Mellon Sm/Md Cp Gr I
OGINX53.03N/A
N/A
Invesco Global Opportunities R
UCNQX68.80N/A
N/A
Victory Nasdaq 100 Index C