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AREEX vs CSRIX
AREEX vs CSRIX Comparison
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AREEX vs CSRIX Comparison Chart in %
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AREEX vs. CSRIX 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 AREEX is a Buy and CSRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. AREEX (522M). CSRIX pays higher dividends than AREEX: CSRIX (2.68) vs AREEX (0.52). AREEX was incepted earlier than CSRIX: AREEX (28 years) vs CSRIX (27 years). AREEX (1.41) is less costly to investors than CSRIX (0.76). AREEX is a more actively managed with annual turnover of: 113.00 vs. CSRIX (33.00). AREEX has a lower initial minimum investment than CSRIX: AREEX (2500) vs CSRIX (1000000). CSRIX (15.19) and AREEX (14.68) have marching annual gain over last year. CSRIX return over 5 years is better than : 15.94 vs. AREEX (-4.75).
| AREEX | CSRIX | AREEX / CSRIX | |
| Total Expense Ratio | 1.41 | 0.75 | 188% |
| Annual Report Gross Expense Ratio | 1.41 | 0.76 | 186% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 14.447 | 16.077 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 9.23B | 6% |
| Annual Yield % from dividends | 0.52 | 2.68 | 19% |
| Returns for 1 year | 14.68 | 15.19 | 97% |
| Returns for 3 years | 39.19 | 41.42 | 95% |
| Returns for 5 years | -4.75 | 15.94 | -30% |
| Returns for 10 years | 4.34 | 47.19 | 9% |
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