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CSVFX vs TRWTX
CSVFX vs TRWTX Comparison
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CSVFX vs TRWTX Comparison Chart in %
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CSVFX vs. TRWTX 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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. CSVFX (703M). TRWTX pays higher dividends than CSVFX: TRWTX (3.43) 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 (0.76). 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 : 30.35 vs. TRWTX (20.47). TRWTX return over 5 years is better than : 49.42 vs. CSVFX (43.78).
| CSVFX | TRWTX | CSVFX / TRWTX | |
| Total Expense Ratio | 0.95 | 0.76 | 125% |
| Annual Report Gross Expense Ratio | 1.03 | 0.76 | 136% |
| Fund Existence | 26 years | 34 years | - |
| Gain YTD | 18.369 | 13.508 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 4.32B | 16% |
| Annual Yield % from dividends | 2.45 | 3.43 | 72% |
| Returns for 1 year | 30.35 | 20.47 | 148% |
| Returns for 3 years | 54.49 | 53.74 | 101% |
| Returns for 5 years | 43.78 | 49.42 | 89% |
| Returns for 10 years | 89.41 | 112.38 | 80% |