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BAREX vs CSRIX
BAREX vs CSRIX Comparison
Open Charts BAREX vs CSRIX
BAREX vs CSRIX Comparison Chart in %
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BAREX vs. CSRIX 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 CSRIX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.01B vs. BAREX (442M). CSRIX pays higher dividends than BAREX: CSRIX (2.75) vs BAREX (2.43). BAREX was incepted earlier than CSRIX: BAREX (14 years) vs CSRIX (26 years). BAREX (1.34) is less costly to investors than CSRIX (0.76). BAREX is a more actively managed with annual turnover of: 129.00 vs. CSRIX (33.00). BAREX has a lower initial minimum investment than CSRIX: BAREX (1000) vs CSRIX (1000000). BAREX annual gain was more profitable for investors over the last year : 16.09 vs. CSRIX (13.30). CSRIX return over 5 years is better than : 20.17 vs. BAREX (16.73).
| BAREX | CSRIX | BAREX / CSRIX | |
| Total Expense Ratio | 1.00 | 0.75 | 133% |
| Annual Report Gross Expense Ratio | 1.34 | 0.76 | 176% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 15.963 | 15.610 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 9.01B | 5% |
| Annual Yield % from dividends | 2.43 | 2.75 | 88% |
| Returns for 1 year | 16.09 | 13.30 | 121% |
| Returns for 3 years | 32.96 | 33.85 | 97% |
| Returns for 5 years | 16.73 | 20.17 | 83% |
| Returns for 10 years | 52.97 | 48.80 | 109% |
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