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CSVFX vs TROZX
CSVFX vs TROZX Comparison
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CSVFX vs TROZX Comparison Chart in %
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CSVFX vs. TROZX commentary
Aug 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 17.3B vs. CSVFX (705M). TROZX pays higher dividends than CSVFX: TROZX (2.83) vs CSVFX (2.48). 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 : 28.63 vs. TROZX (26.80). TROZX return over 5 years is better than : 106.92 vs. CSVFX (45.85).
| 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 | 19.627 | 18.078 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 17.3B | 4% |
| Annual Yield % from dividends | 2.48 | 2.83 | 88% |
| Returns for 1 year | 28.63 | 26.80 | 107% |
| Returns for 3 years | 64.20 | 101.40 | 63% |
| Returns for 5 years | 45.85 | 106.92 | 43% |
| Returns for 10 years | 91.09 | N/A | - |
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