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CVTRX vs RIEBX
CVTRX vs RIEBX Comparison
Open Charts CVTRX vs RIEBX
CVTRX vs RIEBX Comparison Chart in %
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CVTRX vs. RIEBX commentary
Aug 23, 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 StrongBuy and RIEBX is a Hold.
FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 148B vs. CVTRX (3.51B). RIEBX pays higher dividends than CVTRX: RIEBX (2.96) vs CVTRX (0.25). CVTRX was incepted earlier than RIEBX: CVTRX (38 years) vs RIEBX (12 years). RIEBX (1.06) and CVTRX (1.05) have similar cost to investors . RIEBX is a more actively managed with annual turnover of: 65.00 vs. CVTRX (36.00). RIEBX has a lower initial minimum investment than CVTRX: RIEBX (250) vs CVTRX (2500). CVTRX annual gain was more profitable for investors over the last year : 12.89 vs. RIEBX (8.82). CVTRX return over 5 years is better than : 31.62 vs. RIEBX (25.03).
| CVTRX | RIEBX | CVTRX / RIEBX | |
| Total Expense Ratio | 1.05 | 1.06 | 99% |
| Annual Report Gross Expense Ratio | 1.05 | 1.06 | 99% |
| Fund Existence | 38 years | 12 years | - |
| Gain YTD | 12.044 | 10.251 | 117% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.51B | 148B | 2% |
| Annual Yield % from dividends | 0.25 | 2.96 | 8% |
| Returns for 1 year | 12.89 | 8.82 | 146% |
| Returns for 3 years | 48.09 | 40.35 | 119% |
| Returns for 5 years | 31.62 | 25.03 | 126% |
| Returns for 10 years | 114.35 | 55.13 | 207% |