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CVTRX vs FIQWX
CVTRX vs FIQWX Comparison
Open Charts CVTRX vs FIQWX
CVTRX vs FIQWX Comparison Chart in %
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CVTRX vs. FIQWX commentary
Jun 03, 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 CVTRX is a Buy and FIQWX is a Hold.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.76B vs. CVTRX (3.54B). FIQWX pays higher dividends than CVTRX: FIQWX (2.39) vs CVTRX (0.31). CVTRX was incepted earlier than FIQWX: CVTRX (38 years) vs FIQWX (8 years). CVTRX (1.05) is less costly to investors than FIQWX (0.55). FIQWX is a more actively managed with annual turnover of: 41.00 vs. CVTRX (36.00). FIQWX has a lower initial minimum investment than CVTRX: FIQWX (0) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 20.84 vs. FIQWX (17.23). CVTRX return over 5 years is better than : 36.67 vs. FIQWX (25.14).
| CVTRX | FIQWX | CVTRX / FIQWX | |
| Total Expense Ratio | 1.05 | 0.55 | 191% |
| Annual Report Gross Expense Ratio | 1.05 | 0.55 | 191% |
| Fund Existence | 38 years | 8 years | - |
| Gain YTD | 12.026 | 12.126 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 5.76B | 62% |
| Annual Yield % from dividends | 0.31 | 2.39 | 13% |
| Returns for 1 year | 20.84 | 17.23 | 121% |
| Returns for 3 years | 50.37 | 36.58 | 138% |
| Returns for 5 years | 36.67 | 25.14 | 146% |
| Returns for 10 years | 121.42 | N/A | - |