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CSVFX vs TRWTX
CSVFX vs TRWTX Comparison
Open Charts CSVFX vs TRWTX
CSVFX vs TRWTX Comparison Chart in %
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CSVFX vs. TRWTX 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 TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.23B vs. CSVFX (687M). TRWTX pays higher dividends than CSVFX: TRWTX (3.27) vs CSVFX (2.45). CSVFX was incepted earlier than TRWTX: CSVFX (26 years) vs TRWTX (34 years). CSVFX (1.03) is less costly to investors than TRWTX (0.74). CSVFX (13.00) and TRWTX (13.00) have comparable annual turnover. TRWTX has a lower initial minimum investment than CSVFX: TRWTX (0) vs CSVFX (1000000). CSVFX annual gain was more profitable for investors over the last year : 22.84 vs. TRWTX (18.68). TRWTX return over 5 years is better than : 52.28 vs. CSVFX (44.00).
| CSVFX | TRWTX | CSVFX / TRWTX | |
| Total Expense Ratio | 0.95 | 0.74 | 128% |
| Annual Report Gross Expense Ratio | 1.03 | 0.74 | 139% |
| Fund Existence | 26 years | 34 years | - |
| Gain YTD | 16.678 | 15.097 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 4.23B | 16% |
| Annual Yield % from dividends | 2.45 | 3.27 | 75% |
| Returns for 1 year | 22.84 | 18.68 | 122% |
| Returns for 3 years | 57.13 | 62.47 | 91% |
| Returns for 5 years | 44.00 | 52.28 | 84% |
| Returns for 10 years | 87.91 | 108.16 | 81% |
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