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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
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 AREEX is a Hold and CSRIX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.04B vs. AREEX (502M). CSRIX pays higher dividends than AREEX: CSRIX (2.83) vs AREEX (1.46). AREEX was incepted earlier than CSRIX: AREEX (28 years) vs CSRIX (26 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 annual gain was more profitable for investors over the last year : 10.34 vs. AREEX (9.00). CSRIX return over 5 years is better than : 16.50 vs. AREEX (-4.18).
| 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 | 26 years | - |
| Gain YTD | 9.403 | 11.169 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 9.04B | 6% |
| Annual Yield % from dividends | 1.46 | 2.83 | 52% |
| Returns for 1 year | 9.00 | 10.34 | 87% |
| Returns for 3 years | 31.66 | 34.28 | 92% |
| Returns for 5 years | -4.18 | 16.50 | -25% |
| Returns for 10 years | 5.36 | 49.53 | 11% |
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