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CSVAX vs HFQRX
CSVAX vs HFQRX Comparison
Open Charts CSVAX vs HFQRX
CSVAX vs HFQRX Comparison Chart in %
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CSVAX vs. HFQRX commentary
Aug 31, 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.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.92B vs. CSVAX (702M). 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 (27.09) and HFQRX (26.97) have marching annual gain over last year. HFQRX return over 5 years is better than : 78.20 vs. CSVAX (42.20).
| CSVAX | HFQRX | CSVAX / HFQRX | |
| Total Expense Ratio | 1.20 | 0.69 | 174% |
| Annual Report Gross Expense Ratio | 1.28 | 0.69 | 186% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 19.000 | 19.086 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 702M | 7.92B | 9% |
| Annual Yield % from dividends | 2.28 | 6.16 | 37% |
| Returns for 1 year | 27.09 | 26.97 | 100% |
| Returns for 3 years | 58.58 | 74.91 | 78% |
| Returns for 5 years | 42.20 | 78.20 | 54% |
| Returns for 10 years | 87.33 | 135.01 | 65% |
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