BAREX
Price
$17.53
Change
+$0.37 (+2.16%)
Updated
Jul 24 closing price
Net Assets
454.72M
CSJZX
Price
$77.67
Change
+$1.92 (+2.53%)
Updated
Jul 24 closing price
Net Assets
8.2B
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BAREX vs CSJZX

BAREX vs CSJZX Comparison Chart in %
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BAREX vs. CSJZX commentary
Jul 26, 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 BAREX is a Buy and CSJZX is a Buy.

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FUNDAMENTALS
Fundamentals
CSJZX has more cash in the bank: 8.21B vs. BAREX (455M). CSJZX pays higher dividends than BAREX: CSJZX (2.67) vs BAREX (2.43). BAREX was incepted earlier than CSJZX: BAREX (14 years) vs CSJZX (7 years). BAREX (1.34) is less costly to investors than CSJZX (0.83). BAREX is a more actively managed with annual turnover of: 129.00 vs. CSJZX (35.00). CSJZX has a lower initial minimum investment than BAREX: CSJZX (0) vs BAREX (1000). BAREX annual gain was more profitable for investors over the last year : 18.40 vs. CSJZX (15.01). CSJZX (16.96) and BAREX (16.80) have equivalent 5 years return.
BAREXCSJZXBAREX / CSJZX
Total Expense Ratio1.000.80125%
Annual Report Gross Expense Ratio1.340.83161%
Fund Existence14 years7 years-
Gain YTD19.68419.698100%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets455M8.21B6%
Annual Yield % from dividends2.432.6791%
Returns for 1 year18.4015.01123%
Returns for 3 years34.7935.4898%
Returns for 5 years16.8016.9699%
Returns for 10 years53.92N/A-
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