CSVAX
Price
$26.59
Change
-$0.22 (-0.82%)
Updated
Jul 17 closing price
Net Assets
693.87M
HFQRX
Price
$8.11
Change
-$0.02 (-0.25%)
Updated
Jul 16 closing price
Net Assets
7.55B
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CSVAX vs HFQRX

CSVAX vs HFQRX Comparison Chart in %
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VS
CSVAX vs. HFQRX commentary
Jul 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 CSVAX is a Hold and HFQRX is a Hold.

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FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.55B vs. CSVAX (694M). HFQRX pays higher dividends than CSVAX: HFQRX (6.36) vs CSVAX (2.25). CSVAX was incepted earlier than HFQRX: CSVAX (24 years) vs HFQRX (11 years). CSVAX (1.28) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. CSVAX (13.00). CSVAX has a lower initial minimum investment than HFQRX: CSVAX (2000) vs HFQRX (1000000). CSVAX annual gain was more profitable for investors over the last year : 27.49 vs. HFQRX (25.79). HFQRX return over 5 years is better than : 74.81 vs. CSVAX (40.41).
CSVAXHFQRXCSVAX / HFQRX
Total Expense Ratio1.200.69174%
Annual Report Gross Expense Ratio1.280.69186%
Fund Existence24 years11 years-
Gain YTD15.65114.975105%
Front Load6%N/A-
Min. Initial Investment200010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets694M7.55B9%
Annual Yield % from dividends2.256.3635%
Returns for 1 year27.4925.79107%
Returns for 3 years49.8466.6675%
Returns for 5 years40.4174.8154%
Returns for 10 years82.81132.6162%
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