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CTHEX vs CTSEX
CTHEX vs CTSEX Comparison
Open Charts CTHEX vs CTSEX
CTHEX vs CTSEX Comparison Chart in %
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CTHEX vs. CTSEX commentary
Sep 13, 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 CTHEX is a Hold and CTSEX is a Hold.
FUNDAMENTALS
Fundamentals
CTHEX has more cash in the bank: 5.34B vs. CTSEX (3.88B). CTSEX pays higher dividends than CTHEX: CTSEX (3.14) vs CTHEX (2.92). CTHEX was incepted earlier than CTSEX: CTHEX (14 years) vs CTSEX (14 years). CTHEX (0.91) and CTSEX (0.90) have similar cost to investors . CTSEX is a more actively managed with annual turnover of: 21.00 vs. CTHEX (8.00). CTHEX (250) and CTSEX (250) have matching initial minimum investment requirements. CTHEX annual gain was more profitable for investors over the last year : 0.97 vs. CTSEX (-0.08). CTHEX return over 5 years is better than : 2.68 vs. CTSEX (2.00).
| CTHEX | CTSEX | CTHEX / CTSEX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 0.91 | 0.90 | 101% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 1.833 | 0.576 | 318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 3.88B | 138% |
| Annual Yield % from dividends | 2.92 | 3.14 | 93% |
| Returns for 1 year | 0.97 | -0.08 | -1,243% |
| Returns for 3 years | 25.09 | 18.29 | 137% |
| Returns for 5 years | 2.68 | 2.00 | 134% |
| Returns for 10 years | 35.22 | 25.97 | 136% |
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