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CSVFX vs TRIGX
CSVFX vs TRIGX Comparison
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CSVFX vs TRIGX Comparison Chart in %
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CSVFX vs. TRIGX 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 TRIGX is a Hold.
FUNDAMENTALS
Fundamentals
TRIGX has more cash in the bank: 16.7B vs. CSVFX (687M). CSVFX pays higher dividends than TRIGX: CSVFX (2.45) vs TRIGX (2.27). CSVFX was incepted earlier than TRIGX: CSVFX (26 years) vs TRIGX (28 years). CSVFX (1.03) is less costly to investors than TRIGX (0.81). TRIGX is a more actively managed with annual turnover of: 15.00 vs. CSVFX (13.00). TRIGX has a lower initial minimum investment than CSVFX: TRIGX (2500) vs CSVFX (1000000). CSVFX (22.84) and TRIGX (22.52) have marching annual gain over last year. TRIGX return over 5 years is better than : 94.19 vs. CSVFX (44.00).
| CSVFX | TRIGX | CSVFX / TRIGX | |
| Total Expense Ratio | 0.95 | 0.81 | 117% |
| Annual Report Gross Expense Ratio | 1.03 | 0.81 | 127% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 16.678 | 14.550 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 16.7B | 4% |
| Annual Yield % from dividends | 2.45 | 2.27 | 108% |
| Returns for 1 year | 22.84 | 22.52 | 101% |
| Returns for 3 years | 57.13 | 87.03 | 66% |
| Returns for 5 years | 44.00 | 94.19 | 47% |
| Returns for 10 years | 87.91 | 152.59 | 58% |
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