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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
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 TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.7B vs. CSVAX (687M). TRTIX pays higher dividends than CSVAX: TRTIX (2.40) vs CSVAX (2.24). 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 (22.67) and CSVAX (22.51) have marching annual gain over last year. TRTIX return over 5 years is better than : 95.85 vs. CSVAX (42.15).
| 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 | 16.477 | 14.620 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 16.7B | 4% |
| Annual Yield % from dividends | 2.24 | 2.40 | 93% |
| Returns for 1 year | 22.51 | 22.67 | 99% |
| Returns for 3 years | 55.98 | 87.97 | 64% |
| Returns for 5 years | 42.15 | 95.85 | 44% |
| Returns for 10 years | 84.98 | 154.55 | 55% |
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