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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 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 RGQFX is a Hold.
FUNDAMENTALS
Fundamentals
RGQFX has more cash in the bank: 23.7B vs. CVTRX (3.52B). 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 : 15.99 vs. RGQFX (14.89). CVTRX (31.22) and RGQFX (30.67) have equivalent 5 years return.
| 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 | 9.320 | 7.806 | 119% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 23.7B | 15% |
| Annual Yield % from dividends | 0.31 | 1.67 | 18% |
| Returns for 1 year | 15.99 | 14.89 | 107% |
| Returns for 3 years | 44.88 | 49.15 | 91% |
| Returns for 5 years | 31.22 | 30.67 | 102% |
| Returns for 10 years | 122.55 | 93.54 | 131% |
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