CMVIX vs VIIIX

Both CMVIX and VIIIX are mutual funds. CMVIX has a higher 5-year return than VIIIX (22.84% vs 18.43%). CMVIX has a higher expense ratio than VIIIX (0.62% vs 0.02%). Below is the comparison between CMVIX and VIIIX.

CMVIX VIIIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family BlackRock Vanguard
Net Assets $515.00M $160.39B
Expense Ratio 0.62% 0.02%
Management Style active passive (index-based)
Dividend Yield 0.13% 1.37%
Minimum Investment $2,000,000.00 $200,000,000.00
YTD Return 20.42% 22.38%
1-Year Return 3.26% 4.41%
3-Year Return 24.50% 20.29%
5-Year Return 22.84% 18.43%
10-Year Return 15.31% 16.19%

CMVIX description

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CMVIX performance & returns

YTD Return 20.42%
1-Month Return 2.18%
3-Month Return 3.26%
1-Year Return 3.26%
3-Year Return 24.50%
5-Year Return 22.84%
10-Year Return 15.31%
CMVIX expense ratio is 0.62%.

CMVIX holdings

Top 10 Holdings (42.73% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 9.07%
Amazon.com Inc AMZN 7.74%
Microsoft Corp MSFT 7.43%
NVIDIA Corp NVDA 3.10%
Visa Inc Class A V 2.69%
Adobe Inc ADBE 2.60%
PayPal Holdings Inc PYPL 2.57%
Alphabet Inc A GOOGL 2.57%
Facebook Inc A FB 2.55%
Salesforce.com Inc CRM 2.41%

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VIIIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The Fund employs an indexing investment approach designed to track the performance of the Standard & Poors 500 Index by investing all of its assets in the stocks that make up the Index.

VIIIX performance & returns

YTD Return 22.38%
1-Month Return 3.50%
3-Month Return 4.41%
1-Year Return 4.41%
3-Year Return 20.29%
5-Year Return 18.43%
10-Year Return 16.19%
VIIIX expense ratio is 0.02%.

VIIIX holdings

Top 10 Holdings (28.19% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.73%
Microsoft Corp MSFT 5.76%
Amazon.com Inc AMZN 4.85%
Facebook Inc A FB 2.28%
Alphabet Inc A GOOGL 1.59%
Alphabet Inc Class C GOOG 1.56%
Berkshire Hathaway Inc Class B BRK.B 1.53%
Johnson & Johnson JNJ 1.42%
Procter & Gamble Co PG 1.25%
Visa Inc Class A V 1.22%

Other relevant VIIIX comparisons

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