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CVTRX vs RBEGX
CVTRX vs RBEGX Comparison
Open Charts CVTRX vs RBEGX
CVTRX vs RBEGX Comparison Chart in %
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CVTRX vs. RBEGX 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 RBEGX is a Hold.
FUNDAMENTALS
Fundamentals
RBEGX has more cash in the bank: 23B vs. CVTRX (3.54B). RBEGX pays higher dividends than CVTRX: RBEGX (1.07) vs CVTRX (0.31). CVTRX was incepted earlier than RBEGX: CVTRX (38 years) vs RBEGX (12 years). RBEGX (1.14) is less costly to investors than CVTRX (1.05). CVTRX is a more actively managed with annual turnover of: 36.00 vs. RBEGX (2.00). RBEGX has a lower initial minimum investment than CVTRX: RBEGX (250) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 20.84 vs. RBEGX (17.00). CVTRX return over 5 years is better than : 36.67 vs. RBEGX (29.56).
| CVTRX | RBEGX | CVTRX / RBEGX | |
| Total Expense Ratio | 1.05 | 1.14 | 92% |
| Annual Report Gross Expense Ratio | 1.05 | 1.14 | 92% |
| Fund Existence | 38 years | 12 years | - |
| Gain YTD | 12.026 | 8.680 | 139% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 23B | 15% |
| Annual Yield % from dividends | 0.31 | 1.07 | 29% |
| Returns for 1 year | 20.84 | 17.00 | 123% |
| Returns for 3 years | 50.37 | 48.79 | 103% |
| Returns for 5 years | 36.67 | 29.56 | 124% |
| Returns for 10 years | 121.42 | 84.07 | 144% |
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