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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CGNAX has more cash in the bank: 23.8B vs. CVTRX (3.52B). CGNAX pays higher dividends than CVTRX: CGNAX (1.60) vs CVTRX (0.25). 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 : 13.12 vs. CGNAX (11.31). CGNAX (31.22) and CVTRX (30.62) have equivalent 5 years return.
| 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 | 8.027 | 10.522 | 76% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 3.52B | 676% |
| Annual Yield % from dividends | 1.60 | 0.25 | 646% |
| Returns for 1 year | 11.31 | 13.12 | 86% |
| Returns for 3 years | 43.83 | 42.32 | 104% |
| Returns for 5 years | 31.22 | 30.62 | 102% |
| Returns for 10 years | 101.78 | 114.14 | 89% |
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