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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
Jun 15, 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 CSRIX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.01B vs. BAREX (460M). CSRIX pays higher dividends than BAREX: CSRIX (2.83) vs BAREX (2.45). 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 : 16.84 vs. CSRIX (14.63). CSRIX return over 5 years is better than : 19.06 vs. BAREX (14.72).
| 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 | 16.166 | 16.404 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 9.01B | 5% |
| Annual Yield % from dividends | 2.45 | 2.83 | 87% |
| Returns for 1 year | 16.84 | 14.63 | 115% |
| Returns for 3 years | 36.42 | 38.21 | 95% |
| Returns for 5 years | 14.72 | 19.06 | 77% |
| Returns for 10 years | 63.03 | 56.60 | 111% |
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