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CSVFX vs TROZX
CSVFX vs TROZX Comparison
Open Charts CSVFX vs TROZX
CSVFX vs TROZX Comparison Chart in %
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CSVFX vs. TROZX commentary
Jun 24, 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 TROZX is a Hold.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.9B vs. CSVFX (714M). TROZX pays higher dividends than CSVFX: TROZX (2.95) vs CSVFX (2.46). CSVFX was incepted earlier than TROZX: CSVFX (26 years) vs TROZX (6 years). CSVFX (1.03) is less costly to investors than TROZX (0.65). TROZX is a more actively managed with annual turnover of: 15.00 vs. CSVFX (13.00). TROZX has a lower initial minimum investment than CSVFX: TROZX (0) vs CSVFX (1000000). CSVFX annual gain was more profitable for investors over the last year : 34.99 vs. TROZX (32.13). TROZX return over 5 years is better than : 95.73 vs. CSVFX (44.18).
| CSVFX | TROZX | CSVFX / TROZX | |
| Total Expense Ratio | 0.95 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.03 | 0.65 | 158% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 19.800 | 12.108 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 16.9B | 4% |
| Annual Yield % from dividends | 2.46 | 2.95 | 83% |
| Returns for 1 year | 34.99 | 32.13 | 109% |
| Returns for 3 years | 61.34 | 93.10 | 66% |
| Returns for 5 years | 44.18 | 95.73 | 46% |
| Returns for 10 years | 103.34 | N/A | - |
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