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CGNAX vs CVTRX
CGNAX vs CVTRX Comparison
Open Charts CGNAX vs CVTRX
CGNAX vs CVTRX Comparison Chart in %
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CGNAX vs. CVTRX commentary
Jun 03, 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 CGNAX is a Hold and CVTRX is a Buy.
FUNDAMENTALS
Fundamentals
CGNAX has more cash in the bank: 23B vs. CVTRX (3.54B). CGNAX pays higher dividends than CVTRX: CGNAX (1.48) vs CVTRX (0.31). CGNAX was incepted earlier than CVTRX: CGNAX (14 years) vs CVTRX (38 years). CVTRX (1.05) is less costly to investors than CGNAX (0.68). CVTRX is a more actively managed with annual turnover of: 36.00 vs. CGNAX (2.00). CVTRX initial investment is less costly to investors than CGNAX (4%) vs CGNAX (4%). CGNAX has a lower initial minimum investment than CVTRX: CGNAX (250) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 20.84 vs. CGNAX (17.53). CVTRX return over 5 years is better than : 36.67 vs. CGNAX (34.16).
| CGNAX | CVTRX | CGNAX / CVTRX | |
| Total Expense Ratio | 0.68 | 1.05 | 65% |
| Annual Report Gross Expense Ratio | 0.68 | 1.05 | 65% |
| Fund Existence | 14 years | 38 years | - |
| Gain YTD | 8.879 | 12.026 | 74% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23B | 3.54B | 649% |
| Annual Yield % from dividends | 1.48 | 0.31 | 484% |
| Returns for 1 year | 17.53 | 20.84 | 84% |
| Returns for 3 years | 50.81 | 50.37 | 101% |
| Returns for 5 years | 34.16 | 36.67 | 93% |
| Returns for 10 years | 108.20 | 121.42 | 89% |