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CWVCX vs RERFX
CWVCX vs RERFX Comparison
Open Charts CWVCX vs RERFX
CWVCX vs RERFX Comparison Chart in %
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CWVCX vs. RERFX commentary
Aug 02, 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 Buy and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 141B vs. CWVCX (835M). RERFX pays higher dividends than CWVCX: RERFX (2.75) vs CWVCX (0.47). 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). CWVCX annual gain was more profitable for investors over the last year : 13.71 vs. RERFX (8.61). CWVCX return over 5 years is better than : 6.40 vs. RERFX (-1.92).
| CWVCX | RERFX | CWVCX / RERFX | |
| Total Expense Ratio | 1.89 | 0.52 | 363% |
| Annual Report Gross Expense Ratio | 1.96 | 0.52 | 377% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 9.831 | 4.100 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 141B | 1% |
| Annual Yield % from dividends | 0.47 | 2.75 | 17% |
| Returns for 1 year | 13.71 | 8.61 | 159% |
| Returns for 3 years | 24.96 | 19.63 | 127% |
| Returns for 5 years | 6.40 | -1.92 | -333% |
| Returns for 10 years | 84.44 | 48.82 | 173% |
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