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CSVFX vs HFQRX
CSVFX vs HFQRX Comparison
Open Charts CSVFX vs HFQRX
CSVFX vs HFQRX Comparison Chart in %
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CSVFX vs. HFQRX 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 CSVFX is a Hold and HFQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HFQRX has more cash in the bank: 7.98B vs. CSVFX (687M). HFQRX pays higher dividends than CSVFX: HFQRX (6.08) vs CSVFX (2.45). CSVFX was incepted earlier than HFQRX: CSVFX (26 years) vs HFQRX (11 years). CSVFX (1.03) is less costly to investors than HFQRX (0.69). HFQRX is a more actively managed with annual turnover of: 175.00 vs. CSVFX (13.00). CSVFX (1000000) and HFQRX (1000000) have matching initial minimum investment requirements. HFQRX annual gain was more profitable for investors over the last year : 24.86 vs. CSVFX (22.84). HFQRX return over 5 years is better than : 82.48 vs. CSVFX (44.00).
| CSVFX | HFQRX | CSVFX / HFQRX | |
| Total Expense Ratio | 0.95 | 0.69 | 138% |
| Annual Report Gross Expense Ratio | 1.03 | 0.69 | 149% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 16.678 | 18.094 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 7.98B | 9% |
| Annual Yield % from dividends | 2.45 | 6.08 | 40% |
| Returns for 1 year | 22.84 | 24.86 | 92% |
| Returns for 3 years | 57.13 | 73.74 | 77% |
| Returns for 5 years | 44.00 | 82.48 | 53% |
| Returns for 10 years | 87.91 | 135.30 | 65% |
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