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CVTRX vs RGQFX
CVTRX vs RGQFX Comparison
Open Charts CVTRX vs RGQFX
CVTRX vs RGQFX Comparison Chart in %
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CVTRX vs. RGQFX 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 RGQFX is a Hold.
FUNDAMENTALS
Fundamentals
RGQFX has more cash in the bank: 23B vs. CVTRX (3.54B). RGQFX pays higher dividends than CVTRX: RGQFX (1.67) vs CVTRX (0.31). CVTRX was incepted earlier than RGQFX: CVTRX (38 years) vs RGQFX (11 years). CVTRX (1.05) is less costly to investors than RGQFX (0.48). CVTRX is a more actively managed with annual turnover of: 36.00 vs. RGQFX (2.00). RGQFX has a lower initial minimum investment than CVTRX: RGQFX (250) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 20.84 vs. RGQFX (17.78). CVTRX return over 5 years is better than : 36.67 vs. RGQFX (33.15).
| CVTRX | RGQFX | CVTRX / RGQFX | |
| Total Expense Ratio | 1.05 | 0.48 | 219% |
| Annual Report Gross Expense Ratio | 1.05 | 0.48 | 219% |
| Fund Existence | 38 years | 11 years | - |
| Gain YTD | 12.026 | 8.985 | 134% |
| 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 | 1.67 | 18% |
| Returns for 1 year | 20.84 | 17.78 | 117% |
| Returns for 3 years | 50.37 | 51.81 | 97% |
| Returns for 5 years | 36.67 | 33.15 | 111% |
| Returns for 10 years | 121.42 | 89.89 | 135% |
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