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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
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 TROZX is a Hold.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.7B vs. CSVFX (687M). TROZX pays higher dividends than CSVFX: TROZX (2.81) vs CSVFX (2.45). CSVFX was incepted earlier than TROZX: CSVFX (26 years) vs TROZX (7 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). TROZX (23.49) and CSVFX (22.84) have marching annual gain over last year. TROZX return over 5 years is better than : 102.63 vs. CSVFX (44.00).
| 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 | 7 years | - |
| Gain YTD | 16.678 | 15.199 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 16.7B | 4% |
| Annual Yield % from dividends | 2.45 | 2.81 | 87% |
| Returns for 1 year | 22.84 | 23.49 | 97% |
| Returns for 3 years | 57.13 | 91.87 | 62% |
| Returns for 5 years | 44.00 | 102.63 | 43% |
| Returns for 10 years | 87.91 | N/A | - |
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