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CSVAX vs TRWTX
CSVAX vs TRWTX Comparison
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CSVAX vs TRWTX Comparison Chart in %
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CSVAX vs. TRWTX 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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. CSVAX (694M). TRWTX pays higher dividends than CSVAX: TRWTX (3.43) vs CSVAX (2.25). CSVAX was incepted earlier than TRWTX: CSVAX (24 years) vs TRWTX (34 years). CSVAX (1.28) is less costly to investors than TRWTX (0.76). 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 : 27.49 vs. TRWTX (21.74). TRWTX return over 5 years is better than : 52.47 vs. CSVAX (40.41).
| CSVAX | TRWTX | CSVAX / TRWTX | |
| Total Expense Ratio | 1.20 | 0.76 | 158% |
| Annual Report Gross Expense Ratio | 1.28 | 0.76 | 168% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 15.651 | 13.548 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 4.31B | 16% |
| Annual Yield % from dividends | 2.25 | 3.43 | 66% |
| Returns for 1 year | 27.49 | 21.74 | 126% |
| Returns for 3 years | 49.84 | 53.12 | 94% |
| Returns for 5 years | 40.41 | 52.47 | 77% |
| Returns for 10 years | 82.81 | 113.91 | 73% |