Interact to see
Advertisement
Advertisement
CVTRX vs FIQWX
CVTRX vs FIQWX Comparison
Open Charts CVTRX vs FIQWX
CVTRX vs FIQWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CVTRX vs. FIQWX 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 CVTRX is a Hold and FIQWX is a Hold.
FUNDAMENTALS
Fundamentals
FIQWX has more cash in the bank: 5.76B vs. CVTRX (3.52B). 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). FIQWX annual gain was more profitable for investors over the last year : 17.14 vs. CVTRX (15.99). CVTRX return over 5 years is better than : 31.22 vs. FIQWX (25.79).
| 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 | 9.320 | 13.215 | 71% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 5.76B | 61% |
| Annual Yield % from dividends | 0.31 | 2.39 | 13% |
| Returns for 1 year | 15.99 | 17.14 | 93% |
| Returns for 3 years | 44.88 | 37.82 | 119% |
| Returns for 5 years | 31.22 | 25.79 | 121% |
| Returns for 10 years | 122.55 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement