Interact to see
Advertisement
Advertisement
CSVAX vs TRWTX
CSVAX vs TRWTX Comparison
Open Charts CSVAX vs TRWTX
CSVAX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSVAX vs. TRWTX 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 TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.23B vs. CSVAX (687M). TRWTX pays higher dividends than CSVAX: TRWTX (3.27) vs CSVAX (2.24). CSVAX was incepted earlier than TRWTX: CSVAX (24 years) vs TRWTX (34 years). CSVAX (1.28) is less costly to investors than TRWTX (0.74). CSVAX (13.00) and TRWTX (13.00) have comparable annual turnover. TRWTX has a lower initial minimum investment than CSVAX: TRWTX (0) vs CSVAX (2000). CSVAX annual gain was more profitable for investors over the last year : 22.51 vs. TRWTX (18.68). TRWTX return over 5 years is better than : 52.28 vs. CSVAX (42.15).
| CSVAX | TRWTX | CSVAX / TRWTX | |
| Total Expense Ratio | 1.20 | 0.74 | 162% |
| Annual Report Gross Expense Ratio | 1.28 | 0.74 | 173% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 16.477 | 15.097 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 4.23B | 16% |
| Annual Yield % from dividends | 2.24 | 3.27 | 69% |
| Returns for 1 year | 22.51 | 18.68 | 120% |
| Returns for 3 years | 55.98 | 62.47 | 90% |
| Returns for 5 years | 42.15 | 52.28 | 81% |
| Returns for 10 years | 84.98 | 108.16 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement