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CSHTX vs LDLVX
CSHTX vs LDLVX Comparison
Open Charts CSHTX vs LDLVX
CSHTX vs LDLVX Comparison Chart in %
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CSHTX vs. LDLVX commentary
Jun 18, 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 CSHTX is a Hold and LDLVX is a Hold.
FUNDAMENTALS
Fundamentals
LDLVX has more cash in the bank: 43.6B vs. CSHTX (502M). LDLVX pays higher dividends than CSHTX: LDLVX (5.23) vs CSHTX (4.46). CSHTX was incepted earlier than LDLVX: CSHTX (16 years) vs LDLVX (11 years). LDLVX (0.32) is less costly to investors than CSHTX (0.00). LDLVX is a more actively managed with annual turnover of: 161.00 vs. CSHTX (67.00). CSHTX (0) and LDLVX (0) have matching initial minimum investment requirements. LDLVX annual gain was more profitable for investors over the last year : 4.53 vs. CSHTX (3.29). LDLVX return over 5 years is better than : 14.36 vs. CSHTX (13.48).
| CSHTX | LDLVX | CSHTX / LDLVX | |
| Total Expense Ratio | 0.00 | 0.32 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.32 | - |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 0.486 | 0.815 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 43.6B | 1% |
| Annual Yield % from dividends | 4.46 | 5.23 | 85% |
| Returns for 1 year | 3.29 | 4.53 | 73% |
| Returns for 3 years | 15.44 | 17.47 | 88% |
| Returns for 5 years | 13.48 | 14.36 | 94% |
| Returns for 10 years | 28.05 | 33.42 | 84% |
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