CIVVX vs CIVIX

Both CIVIX and CIVVX are mutual funds. CIVIX has a higher 5-year return than CIVVX (7.94% vs 7.7%). CIVIX has a lower expense ratio than CIVVX (0.88% vs 1.11%). Below is the comparison between CIVIX and CIVVX.

CIVIX CIVVX
Security Type Mutual fund Mutual fund
Segment International Equity: Foreign Large Value International Equity: Foreign Large Value
Family Causeway Causeway
Net Assets $5.84B $355.10M
Expense Ratio 0.88% 1.11%
Management Style active active
Dividend Yield 1.27% 1.03%
Minimum Investment $1,000,000.00 $5,000.00
YTD Return 9.67% 9.49%
1-Year Return 2.42% 2.38%
3-Year Return 8.15% 7.90%
5-Year Return 7.94% 7.70%
10-Year Return 7.04% 6.80%

CIVIX description

The Fund seeks long-term growth of capital and income by investing primarily in the common stocks of companies in developed countries located outside the United States.

CIVIX performance & returns

YTD Return 9.67%
1-Month Return 2.00%
3-Month Return 2.42%
1-Year Return 2.42%
3-Year Return 8.15%
5-Year Return 7.94%
10-Year Return 7.04%
CIVIX expense ratio is 0.88%.

CIVIX holdings

Top 10 Holdings (32.19% of Total Assets)

Name Symbol % Assets
Volkswagen AG Participating Preferred VOW3.DE 4.39%
Basf SE BAS.DE 3.74%
UniCredit SpA UCG.MI 3.56%
Samsung Electronics Co Ltd 005930.KS 3.27%
Fanuc Corp 6954 3.11%
ING Groep NV INGA 3.10%
Novartis AG NOVN 2.95%
ABB Ltd ABBN 2.74%
Takeda Pharmaceutical Co Ltd 4502 2.71%
British American Tobacco PLC BATS.L 2.62%

Other relevant CIVIX comparisons

You may also want to check out the following CIVIX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

CIVVX description

The Fund seeks long-term growth of capital and income by investing primarily in the common stocks of companies in developed countries located outside the United States.

CIVVX performance & returns

YTD Return 9.49%
1-Month Return 2.02%
3-Month Return 2.38%
1-Year Return 2.38%
3-Year Return 7.90%
5-Year Return 7.70%
10-Year Return 6.80%
CIVVX expense ratio is 1.11%.

CIVVX holdings

Top 10 Holdings (32.19% of Total Assets)

Name Symbol % Assets
Volkswagen AG Participating Preferred VOW3.DE 4.39%
Basf SE BAS.DE 3.74%
UniCredit SpA UCG.MI 3.56%
Samsung Electronics Co Ltd 005930.KS 3.27%
Fanuc Corp 6954 3.11%
ING Groep NV INGA 3.10%
Novartis AG NOVN 2.95%
ABB Ltd ABBN 2.74%
Takeda Pharmaceutical Co Ltd 4502 2.71%
British American Tobacco PLC BATS.L 2.62%

Other relevant CIVVX comparisons

You may also want to check out the following CIVVX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.