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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
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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. CSVFX (714M). TRWTX pays higher dividends than CSVFX: TRWTX (3.44) vs CSVFX (2.46). 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 : 34.99 vs. TRWTX (22.66). TRWTX return over 5 years is better than : 48.71 vs. CSVFX (44.18).
| 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 | 19.800 | 12.714 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 4.31B | 17% |
| Annual Yield % from dividends | 2.46 | 3.44 | 72% |
| Returns for 1 year | 34.99 | 22.66 | 154% |
| Returns for 3 years | 61.34 | 59.51 | 103% |
| Returns for 5 years | 44.18 | 48.71 | 91% |
| Returns for 10 years | 103.34 | 121.13 | 85% |
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