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CSVAX vs TRTIX
CSVAX vs TRTIX Comparison
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CSVAX vs TRTIX Comparison Chart in %
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CSVAX vs. TRTIX 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 TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.6B vs. CSVAX (694M). TRTIX pays higher dividends than CSVAX: TRTIX (2.52) vs CSVAX (2.25). CSVAX was incepted earlier than TRTIX: CSVAX (24 years) vs TRTIX (11 years). CSVAX (1.28) is less costly to investors than TRTIX (0.68). TRTIX is a more actively managed with annual turnover of: 15.00 vs. CSVAX (13.00). CSVAX has a lower initial minimum investment than TRTIX: CSVAX (2000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 29.05 vs. CSVAX (27.49). TRTIX return over 5 years is better than : 97.58 vs. CSVAX (40.41).
| CSVAX | TRTIX | CSVAX / TRTIX | |
| Total Expense Ratio | 1.20 | 0.68 | 176% |
| Annual Report Gross Expense Ratio | 1.28 | 0.68 | 188% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 15.651 | 12.792 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 16.6B | 4% |
| Annual Yield % from dividends | 2.25 | 2.52 | 89% |
| Returns for 1 year | 27.49 | 29.05 | 95% |
| Returns for 3 years | 49.84 | 82.29 | 61% |
| Returns for 5 years | 40.41 | 97.58 | 41% |
| Returns for 10 years | 82.81 | 159.21 | 52% |
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