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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
Sep 12, 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 Hold and CSRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.11B vs. AREEX (500M). CSRIX pays higher dividends than AREEX: CSRIX (2.76) vs AREEX (0.54). 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 (8.61) and AREEX (8.23) have marching annual gain over last year. CSRIX return over 5 years is better than : 11.15 vs. AREEX (-7.49).
| 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 | 10.534 | 11.584 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 500M | 9.11B | 5% |
| Annual Yield % from dividends | 0.54 | 2.76 | 19% |
| Returns for 1 year | 8.23 | 8.61 | 96% |
| Returns for 3 years | 30.52 | 33.77 | 90% |
| Returns for 5 years | -7.49 | 11.15 | -67% |
| Returns for 10 years | 5.68 | 47.79 | 12% |
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