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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
Jul 14, 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 Buy and TRIGX is a Buy.
FUNDAMENTALS
Fundamentals
TRIGX has more cash in the bank: 17B vs. CSVFX (703M). CSVFX (2.45) and TRIGX (2.38) have matching dividends . 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 annual gain was more profitable for investors over the last year : 30.35 vs. TRIGX (28.36). TRIGX return over 5 years is better than : 92.54 vs. CSVFX (43.78).
| 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 | 18.369 | 12.868 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 17B | 4% |
| Annual Yield % from dividends | 2.45 | 2.38 | 103% |
| Returns for 1 year | 30.35 | 28.36 | 107% |
| Returns for 3 years | 54.49 | 83.01 | 66% |
| Returns for 5 years | 43.78 | 92.54 | 47% |
| Returns for 10 years | 89.41 | 156.57 | 57% |
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