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BAREX vs CSRIX
BAREX vs CSRIX Comparison
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BAREX vs CSRIX Comparison Chart in %
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BAREX vs. CSRIX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 9.23B vs. BAREX (444M). CSRIX pays higher dividends than BAREX: CSRIX (2.68) vs BAREX (2.38). BAREX was incepted earlier than CSRIX: BAREX (14 years) vs CSRIX (27 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 : 19.01 vs. CSRIX (17.66). CSRIX return over 5 years is better than : 16.62 vs. BAREX (12.80).
| 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 | 27 years | - |
| Gain YTD | 16.338 | 16.967 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 9.23B | 5% |
| Annual Yield % from dividends | 2.38 | 2.68 | 89% |
| Returns for 1 year | 19.01 | 17.66 | 108% |
| Returns for 3 years | 37.96 | 39.10 | 97% |
| Returns for 5 years | 12.80 | 16.62 | 77% |
| Returns for 10 years | 52.31 | 48.28 | 108% |
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