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CSVAX vs TRTIX
CSVAX vs TRTIX Comparison
Open Charts CSVAX vs TRTIX
CSVAX vs TRTIX Comparison Chart in %
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CSVAX vs. TRTIX 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 TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.2B vs. CSVAX (702M). TRTIX pays higher dividends than CSVAX: TRTIX (2.42) vs CSVAX (2.28). 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 (27.23) and CSVAX (27.09) have marching annual gain over last year. TRTIX return over 5 years is better than : 98.13 vs. CSVAX (42.20).
| 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 | 19.000 | 16.830 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 702M | 17.2B | 4% |
| Annual Yield % from dividends | 2.28 | 2.42 | 94% |
| Returns for 1 year | 27.09 | 27.23 | 99% |
| Returns for 3 years | 58.58 | 91.47 | 64% |
| Returns for 5 years | 42.20 | 98.13 | 43% |
| Returns for 10 years | 87.33 | 159.46 | 55% |
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