CSVAX
Price
$27.48
Change
+$0.25 (+0.92%)
Updated
Aug 7 closing price
Net Assets
707.22M
HFQRX
Price
$8.36
Change
+$0.01 (+0.12%)
Updated
Aug 6 closing price
Net Assets
7.92B
Interact to see
Advertisement

CSVAX vs HFQRX

CSVAX vs HFQRX Comparison Chart in %
View a ticker or compare two or three
VS
CSVAX vs. HFQRX commentary
Aug 11, 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 Buy and HFQRX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.92B vs. CSVAX (707M). HFQRX pays higher dividends than CSVAX: HFQRX (6.16) vs CSVAX (2.28). 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 : 30.90 vs. HFQRX (28.18). HFQRX return over 5 years is better than : 77.35 vs. CSVAX (43.35).
CSVAXHFQRXCSVAX / HFQRX
Total Expense Ratio1.200.69174%
Annual Report Gross Expense Ratio1.280.69186%
Fund Existence24 years11 years-
Gain YTD19.52218.519105%
Front Load6%N/A-
Min. Initial Investment200010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets707M7.92B9%
Annual Yield % from dividends2.286.1637%
Returns for 1 year30.9028.18110%
Returns for 3 years58.5973.7979%
Returns for 5 years43.3577.3556%
Returns for 10 years87.93134.5365%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
APSDX19.120.38
+2.03%
NYLI Fiera SMID Growth Class R6
MSCQX13.280.15
+1.14%
Mercer US Small/Mid Cap Equity I
SMYIX32.220.31
+0.97%
Franklin Global Equity I
CLGEX80.060.53
+0.67%
Columbia Cornerstone Growth E
NQCFX34.810.06
+0.17%
NorthQuest Capital