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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 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: 8.99B vs. AREEX (528M). CSRIX pays higher dividends than AREEX: CSRIX (2.68) vs AREEX (0.52). 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 (16.82) and AREEX (16.68) have marching annual gain over last year. CSRIX return over 5 years is better than : 17.56 vs. AREEX (-3.26).
| 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 | 15.417 | 17.094 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 8.99B | 6% |
| Annual Yield % from dividends | 0.52 | 2.68 | 19% |
| Returns for 1 year | 16.68 | 16.82 | 99% |
| Returns for 3 years | 32.47 | 34.37 | 94% |
| Returns for 5 years | -3.26 | 17.56 | -19% |
| Returns for 10 years | 3.02 | 46.16 | 7% |
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