CSVAX
Price
$26.78
Change
-$0.23 (-0.85%)
Updated
Sep 18 closing price
Net Assets
687.18M
HFQRX
Price
$8.33
Change
+$0.05 (+0.60%)
Updated
Sep 17 closing price
Net Assets
7.98B
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CSVAX vs HFQRX

CSVAX vs HFQRX Comparison Chart in %
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VS
CSVAX vs. HFQRX commentary
Sep 21, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.98B vs. CSVAX (687M). HFQRX pays higher dividends than CSVAX: HFQRX (6.08) vs CSVAX (2.24). 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). HFQRX annual gain was more profitable for investors over the last year : 24.86 vs. CSVAX (22.51). HFQRX return over 5 years is better than : 82.48 vs. CSVAX (42.15).
CSVAXHFQRXCSVAX / HFQRX
Total Expense Ratio1.200.69174%
Annual Report Gross Expense Ratio1.280.69186%
Fund Existence24 years11 years-
Gain YTD16.47718.09491%
Front Load6%N/A-
Min. Initial Investment200010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets687M7.98B9%
Annual Yield % from dividends2.246.0837%
Returns for 1 year22.5124.8691%
Returns for 3 years55.9873.7476%
Returns for 5 years42.1582.4851%
Returns for 10 years84.98135.3063%
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