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BAREX vs CSJZX
BAREX vs CSJZX Comparison
Open Charts BAREX vs CSJZX
BAREX vs CSJZX Comparison Chart in %
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BAREX vs. CSJZX commentary
Jul 06, 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 Hold and CSJZX is a Buy.
FUNDAMENTALS
Fundamentals
CSJZX has more cash in the bank: 8.07B vs. BAREX (442M). 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 : 16.09 vs. CSJZX (13.07). CSJZX (16.74) and BAREX (16.73) have equivalent 5 years return.
| BAREX | CSJZX | BAREX / CSJZX | |
| Total Expense Ratio | 1.00 | 0.80 | 125% |
| Annual Report Gross Expense Ratio | 1.34 | 0.83 | 161% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 15.963 | 15.553 | 103% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 8.07B | 5% |
| Annual Yield % from dividends | 2.43 | 2.67 | 91% |
| Returns for 1 year | 16.09 | 13.07 | 123% |
| Returns for 3 years | 32.96 | 33.27 | 99% |
| Returns for 5 years | 16.73 | 16.74 | 100% |
| Returns for 10 years | 52.97 | N/A | - |
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